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It may not matter that they're "sleeping on it". AI is going to disrupt all tech companies. Clearly software and SaaS has no moat. I just saw someone vibe code
by echelon 4d ago
It may not matter that they're "sleeping on it". AI is going to disrupt all tech companies.
Clearly software and SaaS has no moat. I just saw someone vibe code a fully functional Photoshop in a week of Astra use. I'm thinking even big tech is not immune to this. Even the mighty infrastructure players.
Vibe hardware is just getting started, and I'm hoping we see competitors to iPhone and Android and MacBook. It's less expensive to build and test things now, which might lead to a Cambrian explosion of new hardware startups.
The world will greatly benefit from this.
It's funny that American tech giants invented AI, because AI is going to unseat American tech giants.
- tensor 4d ago> It's funny that American tech giants invented AI, because AI is going to unseat American tech giants. Ah yes, let's ignore that 40 years of research done on neural networks and give all the credit instead to the tech giants that came in as soon as there was enough of a breakthrough to start making them useful in language tasks. Definitely the American tech giants and not the Canadian and international researchers who spent their lives building the foundations. /s
- tpmoney 4d agoSaaS' moat has always been someone else worrying about the hosting/upgrades/management part for you. Stores still sell sliced bread even though bread machines make bread for you and everyone already has a knife. People often buy convenience, even when they could do something themselves.