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People vs Algorithms · October 16 · 1 hr 1 min

SaaSpocalypse Now

An anonymous developer used Claude to ship open-source clones of Adobe’s big five, then Word, Excel, Keynote, AutoCAD and Figma within days, and the lesson is that software is a business of pure margin with less moat than anyone thought. Packaged software is going the way of packaged media, and the mathematicians are finding out what that feels like.Plus: Alexandr Wang as Zuckerberg’s main character, Silicon Valley’s perennial claim that AI will kill advertising, Netflix cutting HR and legal, friction and the fate of Regina, Apple’s $300 home hub, and deodorant. * Watch us on YouTube * Troy Young’s People vs Algorithms newsletter * Brian Morrissey’s The Rebooting newsletter * Alex Schleifer’s Human Computer * Follow Alex, Brian and Troy on Twitter * Join our community - PvA Field Notes Chapters: * 00:47 The Car Is Back * 04:01 Claude vs ChatGPT Personalities * 06:45 ArtCraft and the SaaS Apocalypse * 20:01 Headless Software and Moats * 37:39 Meta Cheeky Pint * 45:41 Friction Kills Towns * 52:44 Good Product * 01:00:58 Credits This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.peoplevsalgorithms.com

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An anonymous developer used Claude to ship open-source clones of Adobe’s big five, then Word, Excel, Keynote, AutoCAD and Figma within days, and the lesson is that software is a business of pure margin with less moat than anyone thought. Packaged software is going the way of packaged media, and the mathematicians are finding out what that feels like.Plus: Alexandr Wang as Zuckerberg’s main character, Silicon Valley’s perennial claim that AI will kill advertising, Netflix cutting HR and legal, friction and the fate of Regina, Apple’s $300 home hub, and deodorant.

* Watch us on YouTube

* Troy Young’s People vs Algorithms newsletter

* Brian Morrissey’s The Rebooting newsletter

* Alex Schleifer’s Human Computer

* Follow Alex, Brian and Troy on Twitter

* Join our community - PvA Field Notes

Chapters:

* 00:47 The Car Is Back

* 04:01 Claude vs ChatGPT Personalities

* 06:45 ArtCraft and the SaaS Apocalypse

* 20:01 Headless Software and Moats

* 37:39 Meta Cheeky Pint

* 45:41 Friction Kills Towns

* 52:44 Good Product

* 01:00:58 Credits



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.peoplevsalgorithms.com
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