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Travis's avatar

Damn homie we got to get you on a cheaper plan! I do stuff like this with Replit for ~$17 a month.

This is also a vastly different use case than a scaled platform. Replacing Trello or Finviz is easy enough, but as you grow feature set and requirements, the "we'll just vibe code this" gets MUCH harder and much more expensive. We're going to see a bifurcation within SaaS between those that actually get disrupted and some software companies that actually benefit from feature velocity & AI enhancements. AlphaSense is a good example of the latter where I think the business gets more & more valuable via AI.

Questionable Dignity's avatar

What are your thoughts on the other aspect of this - AI taking jobs. Like Block for example, in the short term shares are up 25%, but in the longer term, how many other companies will be incentivized to cut jobs and will we have structural unemployment? I’m finding it hard to not care about macro when I see this as a huge tail risk but very curious to hear your thoughts!

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