7 min read
The Clone Wars Have Begun
AI is making software dramatically cheaper to reproduce. Customers stand to gain. Companies whose main defense was the expense of copying them have a problem.
Topic
Software Engineering
4 articles tagged “Software Engineering”.
2 min read
Elon Musk Is Buying a Giga Press for Code
The $60B number for Cursor looks insane if you think this is a software deal. At first glance, it’s just reselling tokens at a modest margin.
5 min read
SaaS-mageddon Is Real, but It’s Not the End of Software
The recent drop in SaaS valuations, despite healthy growth metrics, isn’t market panic or investors “not understanding AI yet.” It's a rational repricing of…
