Comment by larodi
19 hours ago
Good, I will with great pleasure now reiterate my point about people now producing their own code, even complex stuff, rather than downloading potentially malicious and foreign code. Which as a tendency threatens ALL clumsy big ERP service providers selling you SAAS.
Go ahead - I'm ready to be down-voted again and again until folks realize it is inevitable, as is inevitable that many companies in the area of business software are going down down down.
I'll down vote just for the whiny attitude and superior tone.
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> Please don't comment about the voting on comments. It never does any good, and it makes boring reading.
https://news.ycombinator.com/newsguidelines.html
No, it's exactly how the words you typed, the order that you put them in and where you placed the commas reads like. I'm not even a native speaker and I still noticed.
Na, I hear it too.
I'm the main dev in a small IT company, my backlog is filled with requests, it's not always easy to prioritize and plan, some of those small projects are ignored for months, yet their business value are sound.
I've observed a new trend, managers who are frequently in the wait list started to use AI to generate small local apps. They still rely on my input when it's complex, or when implementation could generate risks or need resilience and would ask for small code reviews when they are unsure of the generated code quality.
The result is win win, I have more time for high value projects the executives want to prioritize, and managers can innovate faster almost on their own.
While it's great now, my worry is that these apps will start to rot as the platforms and infra they run on advance forward, then developers will be on the hook for migrating them.
Although if they were HTML/JS/CSS with no dependencies you could argue that might be quite bullet proof since browsers have an unmatched record of backward compatibility.
At my work, I am not an engineer, but work in the operations side. Our managers have a hard time getting engineering resources to do similar stuff like you were discussing.
I have been empowered to be the quick and dirty build guy for small local apps instead of fighting for engineering resources. Now our managers regularly hit me up on slack with small little items that if built, could increase productivity for their teams. I love it. I'm mostly building systems that work with google workspace (docs/sheets/forms/email). So its a lot of little appscripts, or single html file apps made available via google sites. Most of our operations staff dont have all the required underlying expertise to quickly pull this kind of thing off, and are not interested in strengthening those talents. It has allowed me to shine bright while also providing much needed relief to many teams.
I have started to notice some similarities to MS Access development, where an SME creates a useful app for themselves and begins to share it.
I wonder if it will have a similar pattern of creating a mess as the app starts to get uptake and the SME can't scale their attention to be an app owner, as well as an SME at the same time.
Also makes me think that an llm-developed-app-friendly shared datastore would be a useful thing to have
How do these managers deploy the code? Is it run locally, or sent to some server?
Excel used to be, and probably still is, the primary competitor to enterprise-developed apps - a lot of businesses run on it. But, that was a locally deployed phenomenon, with an added ability to deploy it somewhere else by simply emailing the workbook to someone else.
In your organization, how do your managers turn their code into working software?
i'm noticing this across even startups and mid-market companies too!
i don't think its going to be a silver bullet, but it doesn't need to be. niche, well understood problems with simple tooling needs are the best ones to start with.
https://culturecompiled.com/p/things-are-getting-awkward-for...
That sounds good enough for me.
I don't think it will ever really happen because of ownership.
Sure this is awesome now and maybe he shipped it in a week using AI or something, but he now owns a critical part of his wife's business. 5 years from now he is gonna be working 50/hrs a week and not want to deal with this project he barely remembers even doing, whenever an SSL cert goes bad or the CC he was paying the server bills with expires or actual bugs happen he is on the line for it.
It is lame to let family/friends pay $20/mo for something you could build in a few weeks, but they will own the product forever, I don't want to.
Many times we're already on the hook anyways, supporting friends/family even when they are using someone else's product.
in 5 years whatever ai tools will be good enough to have ownership of a critical piece of software that was built now by ai.
It doesn't have to be this messy. If I were the maker I would treat this as a good first version and transfer the ownership to the business slowly. This is just like working with any consultant.
The business is run by his wife, and if they had a SWE(-like) already, that person would’ve made this. But instead, the husband did and now owns it. He also open sourced it, so he has to live with the inevitable consequences of that too.
I wonder if a very simple moltbot can do the ongoing development on its own. I mean, the hard work is mostly out of the way. This isn't so out of the realm of capability.
I think the real question here isn't whether roll your own software will replace large complex 'configurable' systems, but whether companies that roll their own will replace the companies that don't.
ie are the efficiency gains of having something that's exactly tailored to you enough to create a competitive advantage.
It's back to the old idea - of software eating the world.
So for example in the UK - there is a relatively new 'energy' company called Octopus - it's grown and grown and finally overtaken the old established players.
In reality it's not an energy company - it's a software company - that used it's expertise in software to overtake it's energy supplier competitors - it was able to provide innovative products in the market because it controlled it's own software - rather than 'big vendor says no'.
I think it's telling that the founder originally left school at 16 to write computer games, before coming back to do a degree etc.
ie the question is - for any particular industry what's the benefit of custom software. Does a bakery having it's own give it enough of an advantage?
Much of this 'configurability' is there only to allow SAAS. Normally, a mid and small business does not need to tune their IT that much all the time. This is some wet dream it IT service providers' heads. In reality most business (perhaps 80% of it) can work with very old systems, and there are so many examples that prove the statement, that I wouldn't even care to make a list.
> Does a bakery having it's own give it enough of an advantage? 50 bakeries of the same franchise may benefit from it. But it does not need to be SAP or Dynamics365 or something along this line to work. People been doing business with text-mode AS360's for ages, and nobody complained. Coca Cola was using AS-something for the warehousing in 2004, while it was already discontinued for years.
"Much of this 'configurability' is there only to allow SAAS"
ERPs and CRMs were highly configurable long before SaaS.
Naturally something custom creates advantage as better software mirrors better workflows. I think the more pertinent point is small companies saving money by accessing custom software on the cheap vs paying for a saas forever.
> I think the more pertinent point
Not sure it is. Unless the Saas company is ripping you off (sure it can happen - but hopefully competition in the market would manage that over time ), then it won't be that much different from your own maintenance costs.
I always think if that's the business case for custom software ( a few quid license cost savings ) then you probably shouldn't be doing it as there is almost always a better ROI case for transformation through custom software.
So back to the bakery case. Is the benefit savings on license costs, or the fact that you can give much better estimates to customers, better de-risk supply chain issues, hire less people to operate, and improve morale via reducing busy work?
All these sort of things have to be more valuable than a few quid on licensing.
however, many workflows are part of generally accepted accounting principles, or GAAP for short.
Many workflows are about B2B transactions. PO -> Sales Order -> Invoicing workflows. ASNs, etc.
So a lot of workflows are not driven by companies but by the standard operating framework of B2B
I'm a bit bitter about Octopus, although they did rescue us from the horrors of our previous supplier their insistence on us getting "smart" meters that can't then function as smart meters because of poor signal and are actually more difficult to read than our old meters has left me not hugely impressed with them.
Wasn't the smart meter rollout ( and the poor choice of hardware etc ) a central government initiative. Octopus merely used their software agility to make the most of it.
ie not sure issues with the smart meters themselves is the fault of Octopus - as the meter standards are set centrally so they can still work if you switch supplier?
Back to another old adage,
"people who are really serious about software should make their own hardware"
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First slowly then all at once. [1]
[1]: https://finance.yahoo.com/sectors/technology/software-applic...
That looks demonstrative! For those that don't want to click, from Aug to Feb S&P is up 10%. "Software - Applications" is down 21%.
But in this context, is Uber[9% weight, down ~4% YTD] a transportation company that roles it's own software for competitive advantage? I think other's in the composition are similar. The takeaway is maybe that the tech landscape is changing or LLMs have spooked investors and they're running without direction. But that doesn't necessarily speak to bespoke software uptake (already) cutting into profits(?) Uber would be fine in that case?
> “…big ERP service providers selling you SAAS.”
My work uses these services and it’s interesting to see the divide between companies who have documented APIs (some also with “marketplaces”), and others who have many thousands of dollars partnerships license requirements to get API access.
Or companies who are very restrictive about what they will let you do with their API, presumably in an effort to control the ecosystem around their products—whether it’s because they fear being open would devalue their product, or they have a strong notion of their market position and won’t admit any integration which upsets their governance.
Do you work in the healthcare space? Sounds like my issues
> Which as a tendency threatens ALL clumsy big ERP service providers selling you SAAS.
Wait, what?
The big ERP vendors aren't under any threat, the small ones are.
No business is going to switch from a system that has armies of low-paid consultants to in house AI developed system that has effectively zero consultants who can come in and perform the deployment with tested integrations to their accounting system, their 200 suppliers, their customer systems and their 3rd party auditing systems.
But, small businesses who were not going with a 12m contract for 5 consultants, and who dont have any need for integrations to suppliers, customers and 3rd party systems can do their own systems.
It sounds like you are very far removed from ERP and business systems in general.
All magnetic coding is going to do is further entrench existing large systems because new systems, whether AI generated or not, will be too numerous for any one of them to gain traction.
My wife's old company, a fairly significant engineering consultancy, ran it's entire time/job management and invoicing system from a company wide, custom developed Microsoft Access app called 'Time'.
It was developed by a single guy in the IT department and she liked it.
About 5 years ago the company was acquired, and they had to move to their COTS 'enterprise' system (Maconomy).
All staff from the old company had to do a week long (!) training course in how to use this and she hates it.
In future I think there will be more things like 'Time' (though presumably not MS Access based!)
> In future I think there will be more things like 'Time' (though presumably not MS Access based!)
That's my assertion - those things like 'Time' can be developed by an AI primarily because there is no requirement of an existence of a community from which to hire.
It's an example of a small ERP system - no consultants, no changes, no community, etc.
Large systems (Sage, SAP, Syspro, etc) are purchased based on the existing pool of contractors that can be hired.
Right now, if you had a competing SAP/Syspro system freshly developed, that had all the integrations that a customer needs, how on earth will they deploy it if they cannot hire people to deploy it?
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I still think MS Access was awesome. In the small companies I worked it was used successfully by moderately tech savvy directors and support employees to manage ERP, license generation, invoices, etc.
The most heard gripe was the concurrent access to the database file but I think that was solved by backing the forms by accessing anything over odbc.
It looked terrible but also was highly functional.
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> No business is going to switch from a system that has armies of low-paid consultants to in house AI developed system
Are you sure about that? Because thats exactly what Klarna is doing/has done.
https://threadreaderapp.com/thread/1957789124930286065.html?...
> We realized 1 million context window is not enough to explain all facets of Klarna > Every new thread of AI is the same employee starting from scratch again. First day at the job.
Agents are limited. With you so far.
> This week we get a demo of a vibe coded frontend that is more beautiful and easy to use than any ticket management system I have seen
Again, totally matches my expectations. Agents totally make pretty stuff that looks like working software.
I just haven't drunk enough management wine to connect the dots and figure out these facts support a jira replacement.
It also gets me wondering, if Atlassian leaned more heavily into AI (More vibe coding, more agents, more layoffs) would they have been able to keep the Klarna contract?
> Are you sure about that? Because thats exactly what Klarna is doing/has done.
That link does not say that they are switching away from a system that requires armies of consultants to implement.
AFAICT, they are switching away from Jira (Atlassian/confluence products). Those are not ERP systems.
Once again, I must point out that the these sorts of assertions reveal that the person making the assertion has never been involved in an ERP rollout, neither a big one nor a small one.
And, again, I reiterate, the only threat is to small players in the market, who don't have a community to hire from. Because to become a big player, you need to gain traction as a small player, and if every small ERP system can be replaced with an AI generated system, non single one is ever going to gain traction (Why pay $10/user/month for a basic system when you can have AI generate that for a once of fee and some employee time?)
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> It sounds like you are very far removed from ERP and business systems in general.
am I really? it sounds so many people in big ERP service providers are oblivious of the tide rising that will wash them away, because you know what - most of these companies are super pricey, super slow, very messy and tend to fail large-scale projects that cost millions? I've seen this happen personally, and I have personally, as a sole player implemented ERPs with custom inhouse software.
Trust me brother, I know ERPs very well and seen hundreds of high-profile fakers that have zero knowledge of E/R, Business Architecture, and integrations, that still believe they can get away with nonsense.
Hope you're not one of them.
> Hope you're not one of them.
I've been part of enough ERP contracts to know that customers evaluate their options based on how easy it is to hire consultants on the open market.
I did do quite a lot of custom software prior to AI-slop, and that market is completely destroyed with vibe-coding agents. The ERP one looks like it is simply going to further entrench the big players, because new ERPs evolve from some custom application, and once that pipeline is gone, your choices are going to be "build it yourself with no ability to hire for it" or "Go with one of the existing behemoths".
My argument is that AI will remove the pipeline that leads to incumbents seeing more competition.
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You think the big players aren’t going to use the new tools to massively cut employees and costs?
This point on security is great point that I have not fully appreciated until now. I have been telling people that my own ability to use claude code has been a game changer for what sort of tools I will or will not pay for or use. This includes random self host services.
For personal use, those making their own software will still be a minority for a while, but at my job we are seeing potential to save $1M-$10M a year by rolling a custom tool vs paying for a commercial one. The saving here come from the tool doing a better job, not the license we pay.
I think some the prevalence of AI is actually turning the bias on this. It would actually be a return to the roots of the start of early business computing - and sort of picking up where excel et al left off. I don't think it's AI the tech itself, it's the confidence for companies to build a customized software stack and maintain it is what AI mostly contributes.
Curious how AI is giving people the confidence that they can maintain custom software. Is this Dunning-Kruger at work? It gives me great confidence in being able to stand up a new system, but as someone who has maintained software and databases for 5+ years it gives me nightmares about future maintainability.
Companies have always been able to hire software engineers as well. At least that's my impression in the UK. Is this different in other parts? Not enough engineers left after big tech has hired them all?
Not just that, previously many orgs outsourced to consultancy, now when the consultancies also start outsourcing to AI, sooner all business may cut the middleman and have inhouse it teams outsourcing work to AI instead of consultancies !
> rather than downloading potentially malicious and foreign code
So I shouldn't download and use this right? I can't verify if it's potentially malicious or not
I meant random gh repos really here, though same argument stands for SAAS which is very very very much interested in your data, and you have exactly zero guarantees and control over what happens to it once ingested. Like - GDPR exists not to protect users, but to enforce anonymization of the data that is then going to be aggregated and sold.
Now imagine my not-so-complext ERP or internal system - can be developed with little or no effort. Why would I give Benioff my dollars rather than spend it on in-house assets, that also increase the valuation of my company? I find very little reason to do so in 2026.
I think ERP providers should continue to exist. It's hard to vibe code financial/accounting specs and there's the IBM factor. There are a bunch of weird ways you can get things wrong.
An ERP has an established workflow that follows GAAP principles.
Hundreds of thousands of customers have cut their teeth on that workflow and improvements are metered out.
The last thing you want is to have to do PCI compliance or 1099 reporting, tax calculations for every jurisdiction. IFRS, Inventory valuation methods, SOX controls, revenue recognition rules, etc.
Not to mention if you get audited saying "Oh yeah we vibe-reconcilled all those statements".
Anything that touches the ERP? sure.
If you re-design ERPs for total AI? Maybe actual ledgers (no - not tables in MSSQL), imdepotency, rollbacks, maybe. still a bad idea.
Don't roll your own crypto. Don't roll your own ERP. Roll everything else around it.
> I think ERP providers should continue to exist. It's hard to vibe code financial/accounting specs
Perhaps you would agree that in 2026 it is fairly easy it is to actually agentically-dev a very decent ERP given one has the blueprints such as value stream diagrams, caps, BPMNs, domain models, seq. diagrams, state diagrams and... basically a complete SRS bundle. I doubt this person even needs to be super technical to deploy it.
Does it require that you use large (or small) SAAS? I guess not.
It requires one understands business architecture and know-how related to the application of such mental tools.
Traditionally it requires someone (a person) implementing these, translating them into code. Well this is precisely what LLM agentic systems do - translation. And they do it much cheaper with much shorter dev.cycles. And tailored also.
I don't think you need a SaaS. I think you need an ERP.
I've been writing custom and very specific software for a business for the past 7 years. They looked into off the shelf solutions but decided it was cheaper to build in house.
If what you predict is true then the sheer amount of software is going to explode. Good for people who actually understand how it all works!
100%
As if the AI generated slop isn't downloading potentially malicious and foreign code.
You do realize that making software by developer for his wife means for random business is hiring a third party dev to build custom software?
So still, for ransom business much cheaper and better to buy software from SaaS vendor.
In this case it was better ONLY because the client is the wife of the developer.
And even now, if he sells this to other businesses - it will be MUCH cheaper to buy his subscription than homebrew the same version of it - as if it starts selling it he will be adding features and support which requires time (which is money).
> You do realize that making software by developer for his wife means for random business is hiring a third party dev to build custom software?
No, this is not true. There are so many non-technical users of Microsoft Access that run their won businesses without hiring anyone. A friend of mine had a business with an yearly turnover shy of $3M (which is small, alright) and it was running wired spreadsheets and google forms. 20 people. He never ever bought any software, and existed for more than 10 years, until his wife (yes his waifu) decided to divorce and bring the company down.
Business Architecture is not so much about writing the software, sorry, we as IT professionals would love to think it is, but this is a super weak bias.
Almost every SMB I interact with sounds like this company. Was it founded more than 10 years ago? Probably holding the ship together with spreadsheets and email.
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So true, we devs are so stuck in our own bubble