An anonymous developer used Claude to ship open-source clones of Adobe’s big five, then Word, Excel, Keynote, AutoCAD and Figma within days, and the lesson is that software is a business of pure margin with less moat than anyone thought. Packaged software is going the way of packaged media, and the mathematicians are finding out what that feels like.
Plus: Alexandr Wang as Zuckerberg’s main character, Silicon Valley’s perennial claim that AI will kill advertising, Netflix cutting HR and legal, friction and the fate of Regina, Apple’s $300 home hub, and deodorant.
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Chapters:
00:47 The Car Is Back
04:01 Claude vs ChatGPT Personalities
06:45 ArtCraft and the SaaS Apocalypse
20:01 Headless Software and Moats
37:39 Meta Cheeky Pint
45:41 Friction Kills Towns
52:44 Good Product
01:00:58 Credits
