@chamath Eventually data, IP, regulatory capture, and orchestration are the only moats. Your platform has helped us to focus on only those things that matter.

@chamath @jonathankopnick Let’s go @jonathankopnick !!

Jonathan was one of the first to run Software Factory in production.

Now the engineering teams at @meet_tie have replaced vendors worth nearly $5B in combined market cap with systems they built internally.

Renting software made sense when building it took 18 months. That math is over.

@chamath @jonathankopnick whoa, $5B in one shot? that's wildw

@chamath @jonathankopnick Jon is a beast

@chamath @jonathankopnick We’re moving from buying software to assembling software.

@chamath @jonathankopnick The shift to agent-driven engineering is massive and unstoppable.

@chamath @jonathankopnick Good lord. Insane. I'm working on this just on marketing. So everyone can market perfectly, could lift gdp by $800B

@8090_Factory @meet_tie Are these primarily feature/application vendors, or have you also replaced core operating infrastructure vendors? Trying to understand whether this is mostly OpEx SaaS replacement vs CapEx/internal build?

@8090_Factory @meet_tie "replaced vendors worth nearly $5B in combined market cap". That has to be the most meaningless statistic ever. My takeaway is that they don't use Grok since then the figure would be $1.7T.

@chamath @jonathankopnick This is wild—$5B already replaced, and the scale they’re talking about is insane. Truly a glimpse at where engineering is headed.

@chamath @jonathankopnick Does anybody still fall for this stoopid 💩 lies

@chamath @jonathankopnick The biggest opportunities are often hiding in outdated systems 👀

@chamath @jonathankopnick Love seeing old industries get challenged by better software.

@chamath @jonathankopnick deprecating $5B is the new raising $5B. destroying software is officially a pitch deck slide

@chamath @jonathankopnick this kind of unbundling is exactly what web3 needs to stay relevant. curious which vertical you think gets disrupted first

@chamath @jonathankopnick SaaS is being reborn, not dying. Niche SaaS that serves with insanely great functionality is exploding.

If your SaaS is not a niche SaaS or a platform for empowering niche SaaS, you will get eaten from the bottom.

Momentum will carry you for a little while though.

@Aaleks_crypt @chamath To be clear, each one was mostly one shot not all of them together.

@chamath @jonathankopnick $5T is a big number even by crypto standards. curious what industry gets taken apart first

@chamath @jonathankopnick The real play isn't unbundling — it's re-bundling the winners into the next monopoly.