Dan Sally

Electoral Reform Nerd | All Opinions my own

[Dan Sally @dansally]

@RPKent was the one who taught me money = work and work = energy. Replace money with tokens, and we have the AI economy in a nutshell.

[Etherealize @Etherealize_io]

Marc Andreessen: “This is the grand unification of AI and crypto”

“I think AI is the killer crypto app… It’s now obvious that AI agents are going to need money. It’s already happening.”

Marc explains:

“My friends, who are the most aggressive users of OpenClaw, have given their Claws bank accounts and credit cards. And not only have they done it, but it’s obvious that they needed to do it… It’s just completely obvious. The number of people who have done that today is, I don’t know, probably 5,000 or or something. But it will grow. That’s how these things start.”

Source: @latentspacepod (Apr 2026)

[Mark Cuban @mcuban]

I don’t think people realize how much healthcare costs are driving big companies to fire and not hire.

It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane

It’s far easier to blame AI than it is to blame Healthcare costs.

Want to increase jobs, wages and improve affordability for every American ?

Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us.

Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.

[Dan Sally @dansally]

@BrianSozzi You cite “AI driven layoffs” at Meta, Block, and Amazon. My understanding is that the jury is still out on whether these are truly AI driven, or just masking soft business. Do you have data to the contrary?

[Dan Sally @dansally]

Agree. By reducing the cost of producing software, AI has opened the door for software to profitably serve niche markets.

[Todd Saunders @toddsaunders]

I heard an incredible analogy from a VC friend that I can’t stop thinking about.

“The moat in software was the cost of building software. And Claude Code just mass produced a bridge.”

It’s wild when you think about the impact of this.

The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners.

But the AI SaaS era will mass produce millionaires.

There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins.

To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially.

But the number of people who capture the value also goes up 100x.

I don’t believe in the “SaaS is dying” headline, I think it’s missing the point.

It’s simply that the power of SaaS is changing hands.

[Gwart @GwartyGwart]

Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby avoiding the Strait of Hormuz altogether

[Dan Sally @dansally]

@deanwball I need context here. I just made 5.4 write me an apology letter for deliberately misleading me on a “secret tip” for using Elevenlabs’ API to perform a task that was easily accomplished via their UI.

Not saying you’re wrong. Just saying I haven’t seen it.

[Dan Sally @dansally]

@MilkRoadAI When AI enters this market, doctors could spend more time with patients, meaning more access to healthcare and (potentially) lower prices.

This didn't come from replacing an employee, but from removing less productive work.

(done)

[Dan Sally @dansally]

@MilkRoadAI Example: healthcare practitioners.

For every hour a primary care physician spends seeing patients, they spend two on electronic health records. AI has low penetration in this market due to regulatory concerns.

(cont)

[Rohan Paul @rohanpaul_ai]

Citadel Securities published this graph showing a strange phenomenon.

Job postings for software engineers are actually seeing a massive spike.

Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer.

When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before.

---

Chart from

citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/

[Dan Sally @dansally]

@TotemMacro 100%. I don't get why @SUBWAY had to change their Sub Club program to a points-based system. Buy three, get one free was working just fine.

[David Pfau @pfau]

This is not some woke lib saying this. This is literally the man who wrote the Trump administration's AI action plan.

[Will Slaughter @BamaBonds]

In 3 years from December 2019 to December 2022, Block $XYZ more than tripled its headcount from 3,900 to 12,500.

Unwinding less than half an insane COVID overhiring binge has much more to do with Jack Dorsey's managerial incompetence than whether AI is going to take your job.

[丂卄ㄖᗪ卂几 - 👋 crack fingers @therealshodan]

OpenClaw users solving a problem with AI instead of a script

[Dan Sally @dansally]

Social media would have made Y2K so much more insufferable to live through.

[Dan Sally @dansally]

@RPKent You just described all news media, financial or otherwise.

[Dan Sally @dansally]

I’ve hated every social media hot take on the impact of AI on the economy, until this one:

[The Kobeissi Letter @KobeissiLetter]

https://t.co/BH00Vpy4WF

[Johann Sathianathen @johann_sath]

saas is dead

openclaw replaced all my subscriptions

went from $480/month on tools
to $1,245/month on API costs & 15 hours a week fixing yaml files

adapt or be left behind

[Dan Sally @dansally]

@RPKent Vibe coding changes the game, but it only makes good engineers better and more productive.

[Dan Sally @dansally]

@RPKent Not an analyst, but willing to bet a substantial sum that the answer is “no”.

Here’s another way to look at it: if vibe coding is going to kill SaaS, why haven’t major SaaS platforms rescued their stock prices by cutting engineering staff?