Comment by Bhonnegowda
19 days ago
If written business logic can become code at near-zero cost, people with good product sense can build without buying a big engineering org. That pressure shows up first in commodity SaaS getting repriced (already happening). Meanwhile hyperscalers are leaning harder into being the platform layer by making huge investments, because if apps are easier to create, the durable value shifts to infrastructure, operations, and distribution. Great times.
But it is zero only if you accept that:
A - the substitution via AI is good enough to equal everything a business needs to work properly and be sustainable long term. I would argue it does not. A business is NOT just its core tech element.
B - the cost will always remain subsidized by investors’ stupid money. It will not