Yes to this.

Also the market forgets what is being sold as enterprise _software_. It is not only the product. It is the assurance that the company stands behind the product and it does what the seller says. It is often thought of as insurance—there when you need it too.

@levie Existing Platforms like salesforce, workday, Service Now etc will be hard to build but addons /Apps on top of it that enterprise IT was buying for smaller use cases will be hard to justify the buy.

@RandianCapital @levie And $SNAP it’s telling the same story through hardware and software. Start giving the ceo a little more credit. Specs could be dope and fly off the shelves. Plus ai is toing to fix their advertisement business.

@unicornOneAI @levie Does the first wedge end up looking more like founder ops than classic marketing?

@levie you can see this happening alot now - "need a heavy amount of consultative selling and support for implementation and integration of solutions." everywhere now w/ the partnerships, FDEs and delivery personnel getting hired to push AI into the enterprise (for better or worse ;) ).

@levie I didn't use Claude to build products for consumers and enterprises. I built products I use every day with better intelligence. I enjoyed my products so much I made them available to everyone. I replaced Bloomberg 25k a year moat for $28 a month http://Parseticker.com

@levie Absolutely right

@levie yep, software very undervalued now especially $FIG

It’s very similar to what happened with YouTube. Instead of spending thousands on video production, anyone could create videos now for cheap. But not everyone is making money or creating good content. And movies and TV shows are still around. However, there will be new types of apps that will probably appear, like how YouTube led to short form video content and podcasts.

@levie Posts like the app guy make me realize a lot of people have zero business knowledge

Even a kid who spent his summer trying to mow lawns would learn this before fall

Customers only come to you if you have the most perfect product market fit. Otherwise, you have to find them

@levie the GTM point is real but "only edge left is sales and marketing" undersells it. trust, distribution, and switching costs were always the moat. AI just made it obvious that the code never was

Been thinking and talking about how much value is in brand and customer trust now with the major issue being breaking through the noise today. I’m not sure building good software has been commoditized but the appearance of building good software has definitely been commoditized and how more companies and people are making decisions based on herd dynamics because there’s too much noise to filter through fast enough.

@levie Consumer AI follows the same pattern: cheaper creation increases supply, but not durable usage. The moat moves to trust, distribution, and whether the product earns a place in someone’s daily behavior.

@levie ai has made it easier for ppl to realize how difficult it is to run a business

@levie What is now becoming scarce is knowing which agent's work you can trust, for which task. Same as your point on GTM: cheapen what everyone iss optimizing, and the bottleneck moves to what nobody is measuring 😎

@levie Like I said. Developers are now 'content' creators. This is the democratization of software not the demolition of SaaS hedgemony.

First question now is how would you sell this.

As a builder today there is only one kind of speed you should consider.

How fast you can iterate your product to what someone will pay for.

Building and lunching many apps without any real differentiation is just paying bills to AI labs and inflating your ego.

Building today is a search problem that still involves learning what someone will pay for.

In my experience with enterprise s/w the customers usually don't seek to build their own solutions because while they have the expertise on the subject, they don't have the knowledge of delivering s/w systems at scale. AI is the leverage for enterprise s/w companies, it will not empower their customers to create their own solutions, at least not yet. Consumer and SMB markets could be different though.

its an inverse relationship. People only still have the same time in their day. So you have to find opportunities to sell to them during that time. For consumers, that’s instagram, word of mouth, maybe retail. For business people, that’s gonna be email, maybe dinners, conferences, etc.

Time conservation is the real law