AI agents are starting to eat SaaS(martinalderson.com)

343 points by jnord 10 months ago | 343 comments

Martin Alderson blog post arguing that AI coding agents are reducing demand for SaaS products as companies can cheaply build their own software.

What happens when coding agents stop feeling like dialup?(martinalderson.com)

129 points by martinald 1 year ago | 137 comments

Figma's woes compound with Claude Design(martinalderson.com)

80 points by martinald 6 months ago | 70 comments

The Software Development Lifecycle Is Dead(boristane.com)

49 points by zenon_paradox 8 months ago | 39 comments

Has the cost of building software dropped 90%?(martinalderson.com)

376 points by martinald 10 months ago | 584 comments

Blog post by Martin Alderson arguing that agentic AI coding has dramatically cut the cost of building software and will transform the industry by 2026.

xAI is looking more like a datacentre REIT than a frontier lab(martinalderson.com)

658 points by martinald 4 months ago | 507 comments

Blog post by Martin Alderson arguing xAI's capacity deals with Anthropic and Google make it resemble a datacentre REIT more than a frontier AI lab.