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← The AI build-out will end the way the internet did: a couple of…
17 connected korrents · 15 moments on record from 29 Jun 2023 to 1 Sept 2026.
Everything filed under SaaS
SaaS
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the cloud
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vibe coding
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Read this korrent: The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.
The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.
Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which. — tap to centre the map on it
Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which.
Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them. — tap to centre the map on it
The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them.
Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. — tap to centre the map on it
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Last stated 2 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it
AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model.
Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it
The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public.
Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Last stated 9 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it
Agents will increase the number of users of SaaS rather than get rid of it.
Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it
AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups.
Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: Every app is now a very slow API whether it wants to be or not, and personal agents will make a whole category of apps disappear. — tap to centre the map on it
Every app is now a very slow API whether it wants to be or not, and personal agents will make a whole category of apps disappear.
Last stated 7 months ago
12 Feb 2026
PS
Peter Steinberger — holds since 2026-02-12 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Last stated 2 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours. — tap to centre the map on it
An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours.
Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: A person at maximum vibe-coding speed has about three productive hours a day, and a company that will not let them stop there is going to break. — tap to centre the map on it
A person at maximum vibe-coding speed has about three productive hours a day, and a company that will not let them stop there is going to break.
Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: A sense of achievement in software survives writing almost none of the code yourself. — tap to centre the map on it
A sense of achievement in software survives writing almost none of the code yourself.
Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: A vibe-coded codebase grows heresies: wrong ideas that take root among the agents, keep coming back, and are very hard to weed out. — tap to centre the map on it
A vibe-coded codebase grows heresies: wrong ideas that take root among the agents, keep coming back, and are very hard to weed out.
Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone on record holding the claim — tap it for who they are
At the centre
The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.
Last stated 18 Jun 2026 · 3 months ago
Holds LT Lip-Bu Tan
Read this korrent →
Similar wording
Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which.
Last stated 1 Apr 2026 · 5 months ago
Holds TP Thuan Pham
Similar wording
The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them.
Last stated 11 Mar 2026 · 6 months ago
Holds SY Steve Yegge
Similar wording
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Last stated 24 Jun 2026 · 2 months ago
Holds NE NeetCode
Similar wording
AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model.
Last stated 1 Sept 2026 · 6 days ago
Holds Pieter Levels
Similar wording
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Last stated 31 Jul 2026 · a month ago
Holds Patrick Collison
Similar wording
The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public.
Last stated 4 Jun 2026 · 3 months ago
Holds PT Phil Trammell
Similar wording
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Last stated 12 Nov 2025 · 10 months ago
Holds SN Satya Nadella
Similar wording
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Last stated 25 Nov 2025 · 9 months ago
Holds IS Ilya Sutskever
Same subject: SaaS
Agents will increase the number of users of SaaS rather than get rid of it.
Last stated 24 May 2026 · 3 months ago
Holds DS Dan Shipper
Same subject: SaaS
AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups.
Last stated 1 Sept 2026 · 6 days ago
Holds Pieter Levels
Same subject: SaaS
Every app is now a very slow API whether it wants to be or not, and personal agents will make a whole category of apps disappear.
Last stated 12 Feb 2026 · 7 months ago
Holds Peter Steinberger
Same subject: the cloud
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Last stated 12 Jul 2025 · a year ago
Holds David Heinemeier Hansson
Same subject: the cloud
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Last stated 28 Jun 2026 · 2 months ago
Holds Pieter Levels
Same subject: the cloud
An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours.
Last stated 29 Jun 2023 · 3 years ago
Holds GH George Hotz
Same subject: vibe coding
A person at maximum vibe-coding speed has about three productive hours a day, and a company that will not let them stop there is going to break.
Last stated 11 Mar 2026 · 6 months ago
Holds SY Steve Yegge
Same subject: vibe coding
A sense of achievement in software survives writing almost none of the code yourself.
Last stated 26 Aug 2026 · 2 weeks ago
Holds David Heinemeier Hansson
Same subject: vibe coding
A vibe-coded codebase grows heresies: wrong ideas that take root among the agents, keep coming back, and are very hard to weed out.
Last stated 11 Mar 2026 · 6 months ago
Holds SY Steve Yegge