Something strange happened at Replit in the past six months.
The same engineers 3x’d output. Support resolved its hardest tickets 60% faster. Anyone could suddenly query the business like an analyst.
We’re seeing a new kind of organization: the self-driving company.
Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.
“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”
The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.
My wife just compared all this tech-adjacent extreme longevity focus in men to anorexia in women. A physical manifestation of anxiety and lack of control. And now I can't get the thought out of my head. Spot on.
Good morning, @im_roy_lee! In just 4 days we open-sourced the latest @cluely called Glass. Same real-time meeting assistant, sharper output & design, but 100% free.
Distribution isn’t the moat; velocity is.
🔗 https://t.co/NWE3oze3Zq
(Highlights ↓ )
Breaking the sound barrier, again. Today, @realDonaldTrump issued an executive order that effectively lifts the 52-year ban on civil supersonic flight over land in the U.S. It directs the FAA to repeal the supersonic speed limit as long as aircraft don’t produce an audible sonic boom on the ground.
Thank you, President Trump, for unlocking the future of faster and quieter travel.
Investors keep asking me about stablecoin, and how that can reduce FX fees; if you send money from USD to EUR, and the receiving end still requires to receive EUR in their bank, I can’t see any ways stablecoin can reduce fees - off ramping from stablecoin to recipient currency are far more expensive than the FX interbank market.