zlacker

>>jnord+(OP)
I'm CTO at a vertical SaaS company, paired with a product-focused CEO with deep domain expertise. The thesis doesn't match my experience.

For one thing, the threat model assumes customers can build their own tools. Our end users can't. Their current "system" is Excel. The big enterprises that employ them have thousands of devs, but two of them explicitly cloned our product and tried to poach their own users onto it. One gave up. The other's users tell us it's crap. We've lost zero paying subscribers to free internal alternatives.

I believe that agents are a multiplier on existing velocity, not an equalizer. We use agents heavily and ship faster than ever. We get a lot of feedback from users as to what the internal tech teams are shipping and based on this there's little evidence of any increase in velocity from them.

The bottleneck is still knowing what to build, not building. A lot of the value in our product is in decisions users don't even know we made for them. Domain expertise + tight feedback loop with users can't be replicated by an internal developer in an afternoon.

>>benzib+xN
Companies and hyper focused on integrating AI right now, which means they’re building this bench strength, and the obvious eventual question become what paid software can we bring “in house”. They will of course look at revenue growth opportunities and such first and how to improve known problem areas but cost reduction is an eventuality. I’m actively building products with AI that will replace millions of value in Enterprise software. I’m not even a programmer, I can do this as a CFO with an AI consultant (human consultant that specializes in AI that is)