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.

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.

Which programming languages are most token-efficient?(martinalderson.com)

87 points by tehnub 9 months ago | 61 comments

Are we repeating the telecoms crash with AI datacenters?(martinalderson.com)

196 points by davedx 10 months ago | 155 comments

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

80 points by martinald 6 months ago | 70 comments

Of course AI is extractive, everything is lately(coryd.dev)

61 points by cdme 2 years ago | 46 comments