What happens to software as AI becomes more powerful?
As knowledge computation declines in cost towards $0 and foundational models become more powerful, whither software companies?
A quick post about an idea I’m puzzling over. It’s hard to know what to make of software investment right now—especially if you assume that AI will eat a lot of software companies over the next decade or so. Every so often I get inquiries from people outside of technology about whether they should invest in a particular tech startup. My answer used to b…