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Comment by andersmurphy

20 days ago

Wouldn't the incumbents with their fantastic distribution channels, brand, lockin, marketing, capital and own models just wipe the floor with everyone as talent no longer matters?

Short answer no. In a world where AI reliably generates software, companies will bypass SaaS vendors, even the large ones, and go straight to the best LLM providers for tailored solutions. Brand, lock-in, and capital won’t save traditional vendors.

  • I'm not talking about the saas companies. I'm talking about the meta/google/apple/openAI/anthropic etc. They can clone any decent business overnight now, cheaper and faster than you can.

    That's the point they win, we all lose.