Bitcoin Audible

Read_935 - AI Will Eat Application Software

11 snips
Mar 26, 2026
A brisk take on why AI will not annihilate software but supercharge it. Short riffs on how AI amplifies human judgment, process power, and network effects. Quick looks at switching costs, proprietary data, and where scale still matters. A forward view of new business models, agent orchestration, and how automation shifts value toward higher-level workflows.
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INSIGHT

Code Is Not Where Software Value Lives

  • AI won't kill software because code was never the main source of value for apps.
  • Alex Emmerman and Santiago Rodriguez argue value sits in workflows, ecosystems, and customer relationships, not raw code.
INSIGHT

Network Effects Grow Stronger With AI

  • Network effects and ecosystems remain durable moats even when AI reduces code costs.
  • Examples: Salesforce's ecosystem and Figma's collaboration network get stronger as more people and agents connect.
ADVICE

Use AI To Earn Loyalty Not Lock Customers

  • Expect switching costs to fall and force legacy vendors to earn loyalty through product quality.
  • Use AI to simplify migrations and focus on delivering real value rather than relying on vendor lock-in.
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