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Comment by assdaa

1 day ago

Neither.

How many more software projects are there really left that make economic sense? Zuck learned the hard way re. metaverse.

Not many - the set that make ECONOMIC sense is finite. Even though many want to believe its infinite because all of a sudden everyone can vibe code an app cringe.

If anything AI is going to cause an insane amount of consolidation - what used to be across 3 diff apps, that can be consolidated will be done -> many businesses will die. It will be painful.

Google was attacked by an activist investor pre LLM hype for being bloated - they promptly laid people off. Many software firms have been allowed to bloat up do to the nature of the business.

Its always about economics.

Not sure I can agree, but the idea is interesting.

While the set is finite, software comes and goes. Just look at the tools to build software over the years.

> Many software firms have been allowed to bloat up do to the nature of the business.

I can agree with this. It will be harder to justify engineers sitting on laurels. Google could afford it before but I can see how it will be under more scrutiny now.

  • I know I’m right as I’m doing the very thing stated - taking 4 related businesses and consolidating - leaving behind many mortally wounded/dead.

    You either get it or you don’t - not my problem.