My daughter and I were watching Star Wars. She asked why Luke was climbing inside the Tauntaun.
“To keep warm,” I said.
She thought about it for a second, then asked, “How warm is it in there?”
I looked at her and replied, “Lukewarm.”
I went to see Project Hail Mary. Great movie, I highly recommend it. The less you know about it going in, the better. Trust me.
The guy in front of me in the theater brought his dog in to see the movie with him. I think it was a service animal. But the dog really seemed to be enjoying the movie, it was strange.
So I said to the guy afterwards, "I know this is going to sound strange, but it seemed like your dog really enjoyed the movie." He said, "It is strange. He hated the book."
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.
Does anyone else have one-person-army syndrome where you had to do everything yourself for a decade and now asking for help or saying no I can’t doesn’t even occur to you.