“I think people are going to realize that the falsehood of zero marginal cost of software was actually complete fake news, in that if you have zero marginal cost it also means you have zero moat because it means two Stanford grads can go build the same shitty piece of software and go sell it as well.”
AI is only going to exacerbate this trend, great write up!
I had been hearing about "Gundo" for the last few weeks (sorry I deleted my Twitter profile years ago) but didn't realise it was a place! Thanks for unpacking
“I think people are going to realize that the falsehood of zero marginal cost of software was actually complete fake news, in that if you have zero marginal cost it also means you have zero moat because it means two Stanford grads can go build the same shitty piece of software and go sell it as well.”
AI is only going to exacerbate this trend, great write up!
I had been hearing about "Gundo" for the last few weeks (sorry I deleted my Twitter profile years ago) but didn't realise it was a place! Thanks for unpacking
This was a great read, thanks so much for taking the time to put this together!