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← With AI coding, wealth goes to the aggregator and the long tail, and medium-sized software firms get blown apart.
17 connected korrents · 18 moments from 23 Mar 2025 to 18 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under the cloud
the cloud
Everything filed under privacy
privacy
Everything filed under coding agents
coding agents
Everything filed under Silicon Valley
Silicon Valley
Everything filed under AI and jobs
AI and jobs
Everything filed under AI agents
AI agents Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: With AI coding, wealth goes to the aggregator and the long tail, and medium-sized software firms get blown apart. With AI coding, wealth goes to the aggregator and the long tail, and medium-sized software firms get blown apart. Last stated 8 months ago
19 Feb 2026
NR
Naval Ravikant — holds since 2026-02-19 — 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 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: 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. — tap to centre the map on it 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 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: AI will repeat Agile's pattern: sound core ideas surrounded by a huge snake oil industry that is hard to tell apart from the real thing. — tap to centre the map on it AI will repeat Agile's pattern: sound core ideas surrounded by a huge snake oil industry that is hard to tell apart from the real thing. Last stated 6 months ago
7 Apr 2026
MF
Martin Fowler — holds since 2026-04-07 — tap for who they are
Same subject: AI companies appear to be absorbing entire industries, including many where indie hackers operate, and the 'SaaSpocalypse' is at least partly real. — tap to centre the map on it AI companies appear to be absorbing entire industries, including many where indie hackers operate, and the 'SaaSpocalypse' is at least partly real. Last stated a month ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. — tap to centre the map on it Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: AI will make hand-written code a luxury only the wealthy can afford to produce. — tap to centre the map on it AI will make hand-written code a luxury only the wealthy can afford to produce. Last stated 6 months ago
29 Mar 2026
CW
Chris Wellons — holds since 2026-03-29 — tap for who they are
Same subject: AI will not commoditise software tools; it will multiply them, because every new agent is another tool user. — tap to centre the map on it AI will not commoditise software tools; it will multiply them, because every new agent is another tool user. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget. — tap to centre the map on it A $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget. Last stated 2 months ago
23 Aug 2026
JA
Jen Abel — holds since 2026-08-23 — tap for who they are
Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — 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: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 3 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — 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 3 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry on values like privacy and user respect without actually excelling at them Last stated 6 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. — tap to centre the map on it A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. Last stated 3 weeks ago
18 Sept 2026
HD
Horace Dediu — holds since 2026-09-18 — tap for who they are
Same subject: A company's terms of service cannot enlarge or shrink your constitutional privacy rights in either direction. — tap to centre the map on it A company's terms of service cannot enlarge or shrink your constitutional privacy rights in either direction. Last stated 10 months ago
16 Dec 2025
OK
Orin Kerr — holds since 2025-12-16 — tap for who they are