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this is crazy.. Palantir’s co-founder got asked if someone could vibe code his company.. his answer is that low-end SaaS is COOKED. SaaS that’s built cheap, more money in sales than engineering, no real moat. all getting eaten. but $100,000,000+ software built by real engineers are not going anywhere.... show more

Damian Player

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109,582 views • 5 months ago •via X (Twitter)

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Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble."

Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble."

TBPN

179,731 views • 5 months ago

Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble." From his February appearance on the show.

Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble." From his February appearance on the show.

TBPN

97,763 views • 5 months ago

Vibe coding is causing the death of SaaS... Because we want better software: more features, more workflows, more EVERYTHING We're not happy with existing software, that's why we vibe code something ourselves. But what if... existing software came built-in with an AI vibe coding layer? If it did: that software can sell more, beat AI-first companies, and reduce churn. We've already proven this works - that's how we added $1,000,000 in sales and prevented $120,000 in churn for our Series B customers. Gigacatalyst embeds a vibe coding layer inside your software. See how it works: If you could improve any daily software that you use, what would you change?

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Namanyay

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“Software engineering is changing, and by the end of 2025, it's going to look fundamentally different.” OpenAI co-founder Greg Brockman says Codex is a remote software agent that runs in parallel in your repo, and writes code like a teammate. The new model is optimized from o3 to produce mergeable, real-world code.

“Software engineering is changing, and by the end of 2025, it's going to look fundamentally different.” OpenAI co-founder Greg Brockman says Codex is a remote software agent that runs in parallel in your repo, and writes code like a teammate. The new model is optimized from o3 to produce mergeable, real-world code.

vitrupo

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Rohan Paul

93,441 views • 5 months ago

Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist

Slow Ventures

10,068 views • 25 days ago

China Is Now Run by Loyalists, Not Engineers — The Death of the Engineering State China’s rise wasn’t built on ideology—it was built on engineers, builders, and officials who could deliver real results. But that system is changing. In this video, I break down how Xi Jinping is dismantling the performance-based model established by Deng Xiaoping—and replacing it with a system driven by loyalty and political signaling. This shift doesn’t just reshape China’s bureaucracy. It changes how power is earned, how decisions are made, and ultimately, how the country functions. If competence is no longer rewarded, what happens next?

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Ken Cao-The China Crash Chronicle

19,891 views • 4 months ago

Traditional coding benchmarks do not reflect how software is actually built and maintained. That's why we built a new benchmark, APEX-SWE, in partnership with Cognition. It measures whether AI models can perform complex, real-world software engineering work to ship systems that work and debug them when they don't. OpenAI GPT 5.3 Codex (High) tops the leaderboard at 41.5% on Pass@1.

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adarsh

215,053 views • 4 months ago

Anthropic CEO Dario Amodei: "Software is going to become cheap. Maybe essentially free." In a 32-minute Davos interview, he says the thing software companies don't want to hear. When the tool costs nothing, the money goes to whoever knows how to wield it. That skill, not the software, is what the first solo fortunes are being built on. Watch the interview, then see the skill in the article below. Save this.

Anthropic CEO Dario Amodei: "Software is going to become cheap. Maybe essentially free." In a 32-minute Davos interview, he says the thing software companies don't want to hear. When the tool costs nothing, the money goes to whoever knows how to wield it. That skill, not the software, is what the first solo fortunes are being built on. Watch the interview, then see the skill in the article below. Save this.

Zephyr

74,105 views • 1 month ago

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Gaurav Sen

86,167 views • 5 days ago

here's yet another app built on the side that - feels better than what most full time teams ship - is real, not a tech demo - screen built mostly by someone with < 1yr of exp - no PhD in any framework required outcome is all that matters - your grand theories do nothing for me

here's yet another app built on the side that - feels better than what most full time teams ship - is real, not a tech demo - screen built mostly by someone with < 1yr of exp - no PhD in any framework required outcome is all that matters - your grand theories do nothing for me

dax

219,506 views • 1 year ago

David Sacks believes the "All SaaS is dead" narrative is far too dire, but he’s sounding the alarm on a massive shift in how value is captured. We are entering an era where being a functional silo is no longer enough. If you’re a SaaS product charging a premium while users only touch 10% of your features, you’ve painted a target on your back. In a world where AI makes code generation and copying easier than ever, a thin moat is a death sentence. The real battle isn't over who has the best features, but who owns the "workspace." While many incumbents are busy rolling out AI copilots restricted to their own sandboxes, the real power is shifting to platforms that act as a horizontal layer. Think about it: Would you rather have ten different AIs trapped in ten different tools, or one seamless workspace that spans across every database and tool you own? The risk for legacy SaaS isn't necessarily that they disappear, but that they become the "old layer" of the stack—the plumbing—while a new, more intelligent layer is built right on top of them.

David Sacks believes the "All SaaS is dead" narrative is far too dire, but he’s sounding the alarm on a massive shift in how value is captured. We are entering an era where being a functional silo is no longer enough. If you’re a SaaS product charging a premium while users only touch 10% of your features, you’ve painted a target on your back. In a world where AI makes code generation and copying easier than ever, a thin moat is a death sentence. The real battle isn't over who has the best features, but who owns the "workspace." While many incumbents are busy rolling out AI copilots restricted to their own sandboxes, the real power is shifting to platforms that act as a horizontal layer. Think about it: Would you rather have ten different AIs trapped in ten different tools, or one seamless workspace that spans across every database and tool you own? The risk for legacy SaaS isn't necessarily that they disappear, but that they become the "old layer" of the stack—the plumbing—while a new, more intelligent layer is built right on top of them.

Ian Miles Cheong

48,925 views • 5 months ago

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

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

geoff

64,193 views • 1 month ago

VIDEO | ZOHO’s Chief Scientist Sridhar Vembu expressed his concerns on SaaS (Software as a Service) getting affected due to AI (Artificial Intelligence). He says, “The SaaS ecosystem has suffered from an excess amount of venture capital that came in. That venture capital has dried up now. Most of it is going towards AI, and that has impacted the SaaS ecosystem. So SaaS companies now have to make a profit- they were running at a loss, and that has caused layoffs and all of that. But then there is a second problem - not just the capital drying up. The second problem is that customers are exhausted. A bank cannot use 500 or 1,000 vendors. It’s not possible to manage all that.” (Full video available on PTI Videos -

VIDEO | ZOHO’s Chief Scientist Sridhar Vembu expressed his concerns on SaaS (Software as a Service) getting affected due to AI (Artificial Intelligence). He says, “The SaaS ecosystem has suffered from an excess amount of venture capital that came in. That venture capital has dried up now. Most of it is going towards AI, and that has impacted the SaaS ecosystem. So SaaS companies now have to make a profit- they were running at a loss, and that has caused layoffs and all of that. But then there is a second problem - not just the capital drying up. The second problem is that customers are exhausted. A bank cannot use 500 or 1,000 vendors. It’s not possible to manage all that.” (Full video available on PTI Videos -

Press Trust of India

183,489 views • 1 year ago

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.

Dustin

318,457 views • 5 months ago

BlackRock's Larry Fink just reframed the entire AI/infrastructure race. Everyone's talking about chips, energy, and data centers. But the real bottleneck? The workers who will actually build and maintain all of it. You can have all the capital in the world. If you can't find an electrician or a plumber, nothing gets built. No wonder Uber's co-founder is saying plumbers are the next LeBron James. No wonder Elon is pushing Optimus harder than ever. Real question: do you think China overtakes the US because of this?

BlackRock's Larry Fink just reframed the entire AI/infrastructure race. Everyone's talking about chips, energy, and data centers. But the real bottleneck? The workers who will actually build and maintain all of it. You can have all the capital in the world. If you can't find an electrician or a plumber, nothing gets built. No wonder Uber's co-founder is saying plumbers are the next LeBron James. No wonder Elon is pushing Optimus harder than ever. Real question: do you think China overtakes the US because of this?

Lark Davis

24,159 views • 4 months ago

This week we celebrated OpenClaw🦞 Conf in Vienna. 🔥 One thought stuck with me. We're entering a world where custom software is normal. Everyone has their own insta-coder, their own personal appstore. Soon software will exist on the fly, only when you need it. Just for one moment. Then it's gone. Personalized, disposable, one-shot. 🤯 Code can now be autogenerated. So if code is "no longer worth anything" (hyperbole speaking) and you can auto-build any idea into existence (slop gods be kind): What is the future of software development – especially for founders? I made a video on this. Spoilers: we had the working title: "Software Development is f**d" This video is maybe more questions than answers – especially for SaaS founders. But I also cover POVs of mine: Eg why GitHub is obsolete, why open source might actually be dead soon, the Mexican standoff between designers/engineers/PMs, why prompt injection could be bigger than SQL injection, and what I'd actually do as a SaaS founder right now. But there is also a paradox in all of this: Now might be the most exciting time to build software. Ever. 🦾 Thanks as always for watching. Likes, shares, subscribes, goat slaugthering, and any other algo magic you can throw at this: deeply appreciated. Trying to build this YouTube channel up and your support genuinely helps. Link to the channel in the reply ❤️

This week we celebrated OpenClaw🦞 Conf in Vienna. 🔥 One thought stuck with me. We're entering a world where custom software is normal. Everyone has their own insta-coder, their own personal appstore. Soon software will exist on the fly, only when you need it. Just for one moment. Then it's gone. Personalized, disposable, one-shot. 🤯 Code can now be autogenerated. So if code is "no longer worth anything" (hyperbole speaking) and you can auto-build any idea into existence (slop gods be kind): What is the future of software development – especially for founders? I made a video on this. Spoilers: we had the working title: "Software Development is f**d" This video is maybe more questions than answers – especially for SaaS founders. But I also cover POVs of mine: Eg why GitHub is obsolete, why open source might actually be dead soon, the Mexican standoff between designers/engineers/PMs, why prompt injection could be bigger than SQL injection, and what I'd actually do as a SaaS founder right now. But there is also a paradox in all of this: Now might be the most exciting time to build software. Ever. 🦾 Thanks as always for watching. Likes, shares, subscribes, goat slaugthering, and any other algo magic you can throw at this: deeply appreciated. Trying to build this YouTube channel up and your support genuinely helps. Link to the channel in the reply ❤️

Andreas Klinger 🦾

67,597 views • 5 months ago

Ken Griffin just asked the question everyone in AI is too scared to answer. Data center spending in the US this year alone is over $500 billion. Half a trillion dollars. To raise that kind of money, you have to make a promise. And the promise has to be big. "AI needs to be your savior almost. How else are you going to write $500 billion of checks in a single year?" He's not saying AI is fraud. He's saying the hype is structurally necessary. You can't fund a buildout at this scale without narrative that matches it. The real question is what AI actually delivers at the end. In some areas Griffin says it's going to be profound. Call centers. Software engineering productivity. Those are real, measurable, already happening. But in white collar work more broadly, he's more skeptical. A Harvard paper recently coined a term for it: AI Work Slop. Output that looks impressive on the surface. First few sentences read like genuine insight. Then you go deeper and it's all garbage. Griffin's colleague runs their commodities business. Got handed a report generated by an AI engine. First paragraph, genuinely good. The rest, useless. The model that can write a compelling opening can't yet think through the substance underneath it. This is the AI investing tension right now. The infrastructure spend is real. The hype is real. The productivity gains in specific verticals are real. But the blanket assumption that AI transforms every white collar job equally has not been proven yet.

Ken Griffin just asked the question everyone in AI is too scared to answer. Data center spending in the US this year alone is over $500 billion. Half a trillion dollars. To raise that kind of money, you have to make a promise. And the promise has to be big. "AI needs to be your savior almost. How else are you going to write $500 billion of checks in a single year?" He's not saying AI is fraud. He's saying the hype is structurally necessary. You can't fund a buildout at this scale without narrative that matches it. The real question is what AI actually delivers at the end. In some areas Griffin says it's going to be profound. Call centers. Software engineering productivity. Those are real, measurable, already happening. But in white collar work more broadly, he's more skeptical. A Harvard paper recently coined a term for it: AI Work Slop. Output that looks impressive on the surface. First few sentences read like genuine insight. Then you go deeper and it's all garbage. Griffin's colleague runs their commodities business. Got handed a report generated by an AI engine. First paragraph, genuinely good. The rest, useless. The model that can write a compelling opening can't yet think through the substance underneath it. This is the AI investing tension right now. The infrastructure spend is real. The hype is real. The productivity gains in specific verticals are real. But the blanket assumption that AI transforms every white collar job equally has not been proven yet.

Milk Road Macro

125,923 views • 2 months ago

personal brand is more than followers - it’s trust when you like someone for who they are, you naturally root for them. you buy their products, recommend them and even defend them at times. when I think of testimonials, I don’t just think about a product - I think of Damon Chen he’s kind, helpful, real. a father like me and someone you just like. and that’s the power of a personal brand - it becomes your moat people buy from people they trust, not faceless logos. if you’re a founder, real leverage isn’t just building products - it’s being someone others actually want to see win. that’s real distribution

Tibo

16,044 views • 9 months ago

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

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

a16z

36,975 views • 2 months ago