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Dynamic Software Interfaces Ankit Gupta Before AI, every user of a piece of software got the same interface. Coding agents are now good enough to let users become their own forward-deployed engineers. We think software companies will soon ship shared primitives with the full expectation that users will radically... show more

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164,155 views • 5 months ago •via X (Twitter)

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The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

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.Amjad Masad : Creating software is going to be one of the most exciting areas. The average person will soon be as capable as what a senior software engineer is today, as we shift from doing the work to directing it. Instead of coding line by line, you’ll run multiple agents in parallel, building the frontend, refactoring the database, shipping features, all in the background. On top of that, you’ll have a clean interface to design and interact with AI more creatively. Software creation is moving from execution to orchestration, and soon, it won’t be a specialised skill, it’ll be the baseline.

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Rohan Paul

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#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

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Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used to be gated; now everyone has the power to make computers malleable. Everyone is a software developer now, but that does not mean they are software engineers 4. If you cannot demonstrate how a coding agent works, you are just a consumer and have imposed an artificial glass ceiling on your career as a software engineer. 5. If you are curious, you will have a job. If you have not been curious in the last two years, you are replaceable. 6. SaaS per-seat economics may become unstable as customers need fewer people to achieve results, prompting founders to think about new unit economics 7. Most companies will take two or three years (or more!) to figure out AI transformation. 8. Some companies are already building AI native teams of five to ten people who can build with the grain of AI 9. There will be an explosion in the number of software developers. Software development is now essentially free, and tokens are cheaper than humans 10. Not enough engineers know what it means to be a product engineer 11. JIRA ticket monkeys are cooked 12. If your company has banned AI, you should quit that company 13. AI is more like a musical instrument than just a tool play with it, make discoveries, build intuition learn where AI is good and where it fails

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Time is expensive. "I think any company that pays their people over a certain amount of money should just use Ultrafast mode." Dylan Patel makes the case that companies should default to Ultrafast mode for high-paid employees, especially as coding agents let non-engineers build software and automate work.

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.@replit CEO Amjad Masad on vibe coding: "We started our company even 10 years ago before vibe coding, with the express mission of creating a billion new software developers. Now, with the rise of AI, what happened is AI turned out to be really good at coding." #AxiosAISummit

.@replit CEO Amjad Masad on vibe coding: "We started our company even 10 years ago before vibe coding, with the express mission of creating a billion new software developers. Now, with the rise of AI, what happened is AI turned out to be really good at coding." #AxiosAISummit

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32,814 views • 6 months ago

The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.

The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.

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Introducing: AI agents that ship product videos whenever you ship features. Engineering teams today are releasing product updates faster than ever before. But creating videos for every new release still takes weeks. Now, whenever you ship a feature to your software, deploys a team of AI agents to create launch videos, product demos, help tutorials, and more. Content can finally ship as quickly as code. Get access at:

Introducing: AI agents that ship product videos whenever you ship features. Engineering teams today are releasing product updates faster than ever before. But creating videos for every new release still takes weeks. Now, whenever you ship a feature to your software, deploys a team of AI agents to create launch videos, product demos, help tutorials, and more. Content can finally ship as quickly as code. Get access at:

Akash Anand

47,686 views • 2 months ago

Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus. Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf. I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.

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Bret Taylor

1,064,016 views • 6 months ago