And then there is SanDisk, it's taking a life of its own, half-meme, half-ai, and half-vintage (80s). Wait, that's too many halves.

Wow! Crazy variations: Treasuries, Corporate Debt+Equities. If this unwinds it will be ugly.

This is not theoretical, this is what I achieved in one hour, Claude Code was able to put the foundation of an "Extreme Custom Software" Platform in place, from which I can build the features I need for my business. www.linkedin.com/posts/jdubra...

Here is a short post I wrote about it: www.linkedin.com/pulse/bespok...

I help my wife run her restaurant. We spend more than 20 cents for every dollar that comes in as subscriptions, fees and commissions. That sales tax collected by the dominant platforms provides the fuel for an unstoppable disruption. Their moat was only the resources it would take to replace them.

Every small/medium business is going to be able to afford systems that greatly improve their productivity instead of spending top $$ in enterprise suites that constrain their operation.

My prediction is that the "packaged" solutions a la SalesForce are bound to be disrupted by an army of average developers using Claude to deliver "extreme custom solutions", no matter how small the organization is.

.. where productivity could increase rapidly. For instance, software engineering is ready for a massive transformation where domain experts with minimal software engineering knowledge are going to deliver solutions that greatly enhance productivity.

I am a retired software engineer, and up until recently, I found GenAI to be underwhelming often asking where the profits will come from to pay for all this. I am still asking this question, however, I believe things are evolving rapidly and I can now see that there start to be several professions..

The model assumes $1 T of Application and Services revenue (consuming foundation models running in datacenters) and reverse engineers how many GW, investments, OpEx... you need to support that kind of revenue.

Bob, I created a small "GenAI Business Model Simulator" with the help of ... GenAI. I'd be honored if you took a look. I can't find a simulation where the industry makes money and/or the lenders/investors are not wiped out. claude.ai/public/artif...

Or USD is ready to break down, so far it touched twice its 2008 uptrend line.