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Alex Miller
Alex Miller kirjasi uudelleen
I think the risk that companies build their own systems of record - ERP, ITSM, CRM etc - is incredibly low
Companies are not stupid. They have no competence here, the stakes are massively high, and regardless of how easy it is, they would still have maintain and optimize it, which is, ultimately, a distraction from their actual business. Same reason AWS, Azure and GCP are such incredible businesses
I genuinely think the people who believe this have either never worked in a real business or simply live in spreadsheets with no understand of how enterprise software is bought and sold
I do, however, think the risk of the legacy SaaS providers being beaten by AI-native competitors from below is much higher
Figma ate Adobe’s lunch because collaboration was native to the cloud and Adobe couldn’t adapt. That’s the sort of risk that should be keep these legacy systems of record up at night, not people vibe-coding a replacement.
278,2K
Alex Miller kirjasi uudelleen
As Bitcoin goes higher, Bitcoiners feel more self-righteous. Heard this week:
"We are the good people. It's basically good versus evil".
"We're fixing the money."
"I can't wait to live in a world of hard money".
Normal people can't stand us already. We might want to tone it down.
44,8K
Alex Miller kirjasi uudelleen
Good summary chart from the @TheDRC_ comparing market structure legislation of the Senate and House.
The undermining of CLARITY's transfer restriction framework creates short-term incentives to circumvent decentralization and dump on retail. That's not good for innovation.

7,97K
Alex Miller kirjasi uudelleen
Blue-state Republicans and red-state Democrats are the most moderating influence in Congress and are usually instrumental to any bipartisan legislation. Their continued erosion through gerrymandering will only make Congress more polarized and less capable of governing.
41,91K
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