Chris Huskey

A car game with physics and chassis system running on WebGPU. Both the car and the game were generated within Omma.

First day in SF and already met Garry Tan at Chipotle on his birthday Told him what I was building and the guy invited me for an interview SF is truly the greatest city on Earth

People are calling me a software bear, and I don’t think that’s fair or true All I would say is…I see where the corporate spend is going, and it is not going to the incumbents. You can see this too. Look at the growth rates of these startup. See the lack of acceleration in the app layer incumbents I see what the stock prices are doing, and that does not benefit the incumbents, either What the incumbents have going for them is that their customers are prisoners, and these prisoners have learned to appreciate their captors. They *want* their current vendors to figure this out. The current vendors have probably 12-24 months to figure this out IMHO all we’ve had so far is a valuation reset. Uncertainty goes up, multiples come down. Anthropic and OpenAI are actively antagonistic toward the app layer…so valuations have to come down to account for that. There are so many other bear cases, many of which are credible. Multiples have to come down to account for that. There is no valuation support. Most software management teams are still selling shares What I do hear from people is: Each week the future for incumbent software becomes less clear, not more clear. Valuations are pricing in that uncertainty. This is all to say: This feels healthy and pretty normal to me. Software valuations have always been about the vibes, and right now the vibes aren’t great

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics. “Well, as a matter of fact, I won't, because ultimately the application layer is just ….” The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

BREAKING: At the Super Bowl halftime show, Bad Bunny says he prefers Opus 4.6 for vibe coding but turns to 5.3 Codex for gnarly engineering problems. “Opus pa’ vibear, Codex pa’ lo heavy” - he said

JPM IT guy with a sick burn on all you $MSFT bears