@ericosiu Do you think the next model is one that delivers outcomes instead of features?
Or will even that get abstracted away, packaged as just another capability inside frontier models?
@coreyganim That makes sense — but won’t AI eventually get really good at problem definition too?
When that happens, what actually becomes the competitive advantage or moat?
prediction
We’ll soon see a huge wave of billion dollar AI native products spinning out from internally vibe coded tools
Here’s the theory - just think about it as a funnel. There’s an explosion of so many internal AI apps being built that some will get popular, will get blogged about, some will open sourced. And some will cause employees to spin out with startups.
It’s already happened the past (often w infra) but it’ll happen up and down the stack this time. And as soon as someone mentions the idea or posts a screenshot or paper it can be agentically fast followed the next day
The best part is that every company has many internal teams that constitute an early customer base. the explosion of bespoke internal apps built by non-engineers is basically every company discovering the cold start problem in reverse. you don't need to build the network - the org IS the network. every team is an atomic network ready to adopt
More bespoke software, yes, but also more scaled software that spreads between companies too!
@andrewchen This is a really sharp insight and fully agree.
Feels like we’re moving into a world where orgs naturally generate features, and some of those inevitably escape and become products.
@svpino Feels like the market will definitely happen, but probably not as a traditional “browse and pick” marketplace.
More like you describe what you need once, and a bunch of agents compete behind the scenes — the most efficient one gets selected, runs the task, and gets paid.
Hub: SI / problem discovery Spoke: micro SaaS products
A kind of “SaaS Factory.”
When building products becomes extremely cheap, the real leverage shifts to problem discovery and distribution.