Issue №21 - We are not going dry this January, but we are going drier! This week we explore the first popular low-ABV cocktail, the Adonis, as we contemplate what to call this market.
One thing I’m thinking about lately is this conversation in the All In podcast about how saas may be seen in the future as a temporary arbitrage of the dearth of engineering resources.
If you’re an insurance company or a small retailer you probably wrote some code 25 years ago but as talent got Hoovered up by Amazon and Silicon Valley, that strategy became untenable so you rented the software you needed, albeit with compromises.
With GenAI improving efficiency of engineers - effectively giving 5 to 10 engineers worth of output for every one actual engineer- will those same insurance companies and retailers put up with compromises from saas vendors?
I think “build” is about to be a more serious competitor to almost every box on the Jenga grid.
I’m looking forward to seeing you guys in New York! Safe travels!
Thank you Peter, great comment - and I agree that "build" has renewed momnetum - though the pitfalls are still going to present themselves ("You need a business user interface? Huh...")
Cheers to a (slightly) dry January, friends. I'll take my 2024 a little stirred, especially on the commerce shelf. It is, indeed, everything.
Another great read.
One thing I’m thinking about lately is this conversation in the All In podcast about how saas may be seen in the future as a temporary arbitrage of the dearth of engineering resources.
If you’re an insurance company or a small retailer you probably wrote some code 25 years ago but as talent got Hoovered up by Amazon and Silicon Valley, that strategy became untenable so you rented the software you needed, albeit with compromises.
With GenAI improving efficiency of engineers - effectively giving 5 to 10 engineers worth of output for every one actual engineer- will those same insurance companies and retailers put up with compromises from saas vendors?
I think “build” is about to be a more serious competitor to almost every box on the Jenga grid.
I’m looking forward to seeing you guys in New York! Safe travels!
Thank you Peter, great comment - and I agree that "build" has renewed momnetum - though the pitfalls are still going to present themselves ("You need a business user interface? Huh...")