It is stupidly hard to start a pure software company right now.
Customers don't want software, they want outcomes. So you end up having to do a lot of custom work for them.
Anything horizontal is on a ticking clock.
Every customer wants to deeply customize.
There are opportunities.
But you need to have a very heretical 2-3 year view of the world in order to build something good.
If tokenmaxxing your way to leaderboard glory was the first enterprise AI mistake, inviting model providers inside your org to “maintain context” is the second. And it's going to be hell of lot worse.
Tokens are just spend, but the context anthropic will accumulate is real power. Once the model vendor maintains the memory of how your org works, you are not buying software anymore. You are renting your own institution back from them.
@colmobrogain I will be posting the rest of my thoughts on this in coming weeks, work picked up on my end heavily at the day job over at Harva, I have a bit more time now to finish publishing.
I hope you find the posts stimulating, feel free to collaborate 🤝