With Cursor/Lovable/Claude Code, the cost of software creation is approaching zero. I think this will fundamentally change software business models over the next decade. Software itself will be less differentiated, meaning differentiation will have to come elsewhere; in many cases, the software itself will be "free" in... See more

...that’s where “Mass SaaS” comes in. Buy once; pay routinely (sometimes even subconsciously). Consumers love it because they can set it and forget it. Founders love it because they can acquire users once and get predictable revenue in exchange, as long as they can retain those users by improving the product, delivering stellar customer service,... See more

Mirror isn’t a typical hardware company: they designed their business with recurring revenue in mind. While Sonos, GoPro and Fitbit struggled (well, are struggling) to start a product line that earns recurring revenue, companies like Mirror were built for it from the start. For $39 per month, subscribers get access to live and on-demand workout... See more