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The trades can build anything... except the software they run on. That changes today. We've raised $9.2M to build Dalton Mills. Software has spent its whole history getting closer to the people who do the work. First, the system of record. Software you stored your business in. Then, the...

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Todd Saunders

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98,411 просмотров • 2 месяцев назад •via X (Twitter)

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“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.
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“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

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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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Cursor now shows you demos, not diffs. Agents can use the software they build and send you videos of their work.
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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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For the past few years, the product we sold was software. Beautiful software that helped you get your work done. In the years ahead, the product we’ll sell is actual knowledge work: repetitive tasks you can fully hand off to Notion Agents. Here’s a quick demo:

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Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
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Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

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Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
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Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

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Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

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Want to build 10x better software? Go undercover. One founder got a job as a remote job medical biller to build AI software to automate it.⁣ ⁣ You can't design great products from an armchair. You need ethnographer-level empathy for your users, or even better: be the user.
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Want to build 10x better software? Go undercover. One founder got a job as a remote job medical biller to build AI software to automate it.⁣ ⁣ You can't design great products from an armchair. You need ethnographer-level empathy for your users, or even better: be the user.

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this is the CLEAREST explanation of "ralph wiggum" on the internet and how you can use it with claude code/amp/etc and have AI agents build software for you 24/7 even while you sleep

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Imagine a computer where you don’t need to learn 10 apps to get work done. You just tell it what you want, and it adapts to how you work. I tested Happycapy with a real use case and created an image and a video. No coding, no complex software. Do this: - Build automations that run on schedule - Deploy agent teams that work for you AI molds how you work, not the other way around. If you can use a computer, you can make anything happen. Start your first Automation and Agent teams today.

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