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

It just hit me that what the iPhone did to hardware, AI will do to software. We used to have a million different physical products and devices to meet our needs for communication, getting news, listening to music, taking photos, etc. Then, BOOM, it all collapses into the consumer hardware... See more