Two years ago, I had a discussion with Marc. My thesis was that all datastore SaaS is a race to the bottom in long term. Not because non technical people will code the tools, but because it becomes cheaper for a few technical ones to create software specifically catered to your need than to maintain big space ships that can do everything. And if you play long enough in such conditions real defensibility is behind one of these: safety, regulations (e.g. finance), market effects (marketplaces) and hard to collect assets (like accumulated data). Now if we assumed for a moment that creating software is not just cheap, but free. Let's say LLM labs finally eat the software and just for mare 59$ a month they can build whatever you ask them to. Does that mean SaaS is done? What I would still pay for instead of building? And that mostly is access. Access to data, compute, electrons, a market or even permission to operate from a gov. There are rare cavities, like API aggregators that pay per api access as a business and it is pricier to pay for access yourself in bulk. But for the most of it, it's scarcity that is what's left. There are opinions that currently people are limited by marketing skills and the current moat is UGC, SEO or just good ads. But at the bottom of it, the cheaper software gets, the less it's going to be an issue. As in case of 59$ a month do it all subscription would take your ad as a promt and build the tools for the user. Even tough I saw this coming two years ago, I still struggle to position myself and find a good bet.

I wish more governments had leaders who respond to cybersecurity threats this promptly. This needs more awareness!

After using OpenSCAD for a week, I can't go back to any other CAD. The UI sucks, though. Simple distance measurement is nowhere near what FreeCAD has, and it spins the CPU up to 100%. BUT I can use agents as native tools in OpenSCAD. It's literally spatial coding rather than modeling. And the cherry on the cake is that it's easy to track using git!