A new analysis by venture capitalist Gary Vaynerchuk draws parallels between the current AI investment frenzy and the dot-com bubble of 1999, warning that the AI bubble may be unraveling but with a po…
AI has made building software trivial, shifting the competitive advantage from engineering to distribution and customer selection. SaaS is not dead, but the old moat of hard-to-build code is gone, rep…
AI pricing is currently below cost, with estimates ranging from $0.60-$0.70 per dollar of compute (optimistic) to less than $0.10 (pessimistic). The eventual re-pricing could cause demand destruction,…
Tobias Lütke, founder of Shopify, wrote in 2005 that single people could be as productive as whole teams, a prediction that has not eliminated software engineering teams. The article reflects on past …