AI
However big and complex you think a legacy business is today, it will be vastly larger and more complex tomorrow, and it will do vastly more.
Steven Sinofsky • Death of Software. Nah.
Sometimes this created new from-scratch companies and sometimes it created new companies inside old ones.
Death of Software. Nah.
there are only 2 creation mechanisms of actors
Classic software has hit its “late maturity” phase. TAMs have been exhausted, competition is up, and the entire industry’s growth rate will collapse, eventually to that of GDP growth, faster than most think. Because of this, the entire sector should trade on GAAP P/E multiple, like the other “late maturity” industries facing disruption.
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
When building financial models for investing, remember to tune them based on the stage of maturity that the market is in.
Data on AI Benchmarking
epoch.ai
benchmarking data
Advanced technology does not move only on sentiment; it moves when prototypes become systems, when pilot projects become assets, and when balance sheets begin to carry the weight of factories, grids, supply chains, and regulated distribution. This shift is measurable. It appears in round sizes, project scopes, unit capacities, offtake terms,... See more
Deep Tech Startups & Venture Capital: An Analysis of 2025
Many objections to vibe coding, used in a way that plays to its strengths, are akin to an engineer from 1880 predicting that a factory with hundreds of electric motors would be as much of a maintenance nightmare as hundreds of steam engines would have been.
Discarding the Shaft-and-Belt Model of Software Development
Knowledge compounders aggregate human judgment at scale,
The Boring Businesses That Will Dominate the AI Era
This term "knowledge compounders" is a great concept of a category in the AI space to build a company. And the articulation in this specific line, "aggregating human judgment at scale."
