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Maybe I'm being obtuse, but idea every company is going to code their own ERP, ITSM, CRM, Slack, etc reminds me of cloud repatriation. Maybe you save money but now you're locked in to internal teams building and maintaining those products, which does nothing for your customers.
I have long expressed skepticism of software on the basis competition is brutal and competitive advantage periods for most are far too short. So an AI bear case on increased competion/race to the bottom makes sense. But internal vibe coding not so much.
18.10.2023
Software is self evidently one of if not the most attractive business models. The problem is that a highly attractive business model incentivizes incredible competitive intensity and it’s not clear to me the median software business is defensible.
@jonathon__lewis
8.8. klo 21.38
I have long expressed skepticism of software on the basis competition is brutal and competitive advantage periods for most are far too short. So an AI bear case on increased competion/race to the bottom makes sense. But internal vibe coding not so much.
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