> the year is 2025
> saas is my passion
> move to sf
> $100M revenue in 2 weeks
> I’m not a wrapper because I did post-training
> wake up one morning, check X
> the labs have swallowed me whole
> back to zero
> let’s try b2b
> claude code is only $20/month
> make something people want
> find a niche, launch on product hunt
> someone already built it
> we are all writing the same set of code
> saas is a fractal
> saas is a commodity, like eggs and milk
> saas is too cheap to meter
> all my users churn
> time to sunset
> they were all other b2b saas anyway
> b2b saas is a ponzi scheme
> read innovator’s dilemma
> okay, I’ll build enterprise software
> will blindside the incumbent with my AI
> /claude write a salesforce clone, but with a right hand side chat
> wait… how do these execs already know what RAG means?
> startups have speed
> but the incumbents have LLMs too
> senior engineers shitting out 50k+ line pull requests, unfettered by the juniors
> /claude give me a moat
> OK, I need to pick a vertical
> software is eating the world
> I will sell software to bankers
> I will 5x their workflows (then replace them, shhh)
> find a banker, do mum test, get pilot
> headcount cuts announced, they’re fired
> 2 weeks later, they find a new job!
> openai is paying her $500/hr to work spreadsheets
> knowledge work is too cheap to meter
option 1: go to the party
> go to party in sf
> researcher rushes over to me
> sorry, I don’t have any dru- oh, you want ‘training data’?
> I’VE GOT IT
> I will sell data to the labs
> this was the real gold rush
> …don’t sell the picks and shovels
> …just dig for gold
> $100M ARR
> my data moves the species forward
> no need for craft or taste when I have arbitrage
> free money
> training data is eating the valley
> so that agi can eat the world
option 2: look out the window
> I look out the window
> knowledge work is solved
> but the future is still unevenly distributed
> there is reprieve in the real world
> healthcare, construction, or education are the final frontier
> far away from text, for now
> I pick construction.
> the built world is my passion