Mike M
3.6K posts

Mike M
@kineticquant
Distinguished Eng at overpriced tech co | working on 2man drone company and Capital Projects startup | run ultras | BJJ

A bespoke software revolution? I don't buy it. It'll exist. It already exists. Small consultants and big consulting firms have made custom software for years. It almost always sucks. It’s bloated, confusing, and because the client pays, it’s built wrong in all the ways. Who’s excited about bespoke software? Software makers! Of course they're excited about building bespoke software — that's what they do. X is full of them. Your feed is full of people who love making software talking about making software. Of course they’re excited about the revolution. Echo, echo, echo... Most people don’t like computers. Nobody in tech wants to say that out loud. People tolerate computers. They use them because they have to. Given the choice, most would rather not think about them at all. So when someone suggests that AI means everyone will build their own custom tools, ask who "everyone" is. The three-person accounting firm drowning in client paperwork? They want the paperwork gone, not a new system to maintain. The regional logistics company with 40 trucks? They want the routes optimized, not Joe spouting off about this new system he’s been messing around with. The law firm billing 70-hour weeks? They want leverage on their time, not a software project to design. They don’t hate technology. But building and maintaining their own critical systems isn’t their wheelhouse, regardless of how much faster and easier it’s become. It's another job on top of the job. Will these people use AI? Absolutely, for all sorts of things. Will some outliers go deep and build real custom systems? Sure, but they're almost always people who already had some pull toward software. The curiosity was already there. They were dabblers before. Giving everyone access to software building tools doesn't mean everyone becomes a builder. A powerful excavator doesn't turn a homeowner into a contractor. Most people just want the hole dug by someone else. They don’t want the responsibility either.



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.



USAA. Founded by Army officers. Built to serve military families. Laid off almost 600 American employees in a single round while posting a record $7.9 billion profit. The Heritage Foundation flagged USAA for hiring H-1B workers through outsourcing firms like Tata and HCL. Patriotism is the brand. Outsourcing is the business model.




#MeteorSighting: A very bright daylight fireball was observed by witnesses from the northeast U.S. and Canada this morning, March 17. An analysis of currently available data places first visibility of the meteor above Lake Erie. The fireball - caused by a small asteroid nearly 6 feet in diameter and weighing about 7 tons - moved southeast at 45,000 mph before fragmenting over Valley City. The fragments continued on to the south, producing meteorites in the vicinity of Medina County, Ohio. 🔗 go.nasa.gov/4bcMwMg Eyewitness accounts supplied by the American Meteor Society




Step 1) Start an online business. Step 2) Charge clients in USD. Step 3) Move to South America, South East Asia, or Eastern Europe. Step 4) Reinvest your money into your biz and stack the rest. Step 5) Within 2 years you'll be able to live wherever you want.


#MeteorSighting: A very bright daylight fireball was observed by witnesses from the northeast U.S. and Canada this morning, March 17. An analysis of currently available data places first visibility of the meteor above Lake Erie. The fireball - caused by a small asteroid nearly 6 feet in diameter and weighing about 7 tons - moved southeast at 45,000 mph before fragmenting over Valley City. The fragments continued on to the south, producing meteorites in the vicinity of Medina County, Ohio. 🔗 go.nasa.gov/4bcMwMg Eyewitness accounts supplied by the American Meteor Society














