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treb
@applighten
building software. thoughts on ai, philosophy, business, markets https://t.co/EJCiL9DKRB
Katılım Nisan 2024
784 Takip Edilen129 Takipçiler
The end game is that every serious tech company gonna build “general purpose agent” that can do anything (code, research, assist, etc).
Same as the end game for mobile was a touchscreen with OS
The skills/plugins/connectors/ will be the “apps” of the post-AI era for small teams
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How do you all keep up with all the AI shit? Like it's insane.
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@ivanburazin Room though for a slightly more AI-native disruptor to start taking share, and if it catches on, it wins fast
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Agents won't vibe-code a new Slack every time they need to communicate.
They'll use the same Slack because the other agent's team also uses Slack.
Traditional SaaS will survive because standards don't get disrupted by probabilistic code generation.
Network effects and standardization still matter.
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"your ai startup is just an api wrapper with a shadcn frontend"
yeah and people pay for it because we solve a specific problem they hate doing
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Unpopular opinion: It’s the best time to start a company and the worst time to own one.
It’s never been easier to take down the incumbent.
Todd Saunders@toddsaunders
I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.
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pretty sure in 6-12 months most people will do 90% of their work via claude interface
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there are some banger quotes in here
Anthropic@AnthropicAI
We invited Claude users to share how they use AI, what they dream it could make possible, and what they fear it might do. Nearly 81,000 people responded in one week—the largest qualitative study of its kind. Read more: anthropic.com/features/81k-i…
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@rhydhimma they are far more significant than alphafold and it’s not close imo
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The world is not as competitive as it looks on the internet.
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narrative: saas dead, everyone can build saas now, saas dead
reality: every week is our best week ever
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