Tren Griffin on Twitter / X

Software as Fast Fashion

Clothes have never been cheaper. These days a t-shirt is often cheaper than a decent cup of tea in a cafe. The wonders of capitalism. At least that is how it is often described. And when you point at the underpaid, gruesome labor that people in poorer regions of the planet have to do to […]

scott belsky on Twitter / X

(2) DIY software will replace certain apps for consumers AND the enterprise. There has been much discussion of AI code reviews, GitHub co-pilot, and no-code app builders for the enterprise, but what are the implications of agent-assisted software development for consumers?…— scott belsky (@scottbelsky) December 29, 2024

GREG ISENBERG on Twitter / X

I think the most interesting thing about Jack Dorsey's "Slack killer" is the idea around shared compute.I haven't seen people talk about it so here are my thoughts FWIW:Open models got good, close enough to the paid frontier stuff to run for real. But the strongest ones need… https://t.co/b5PBgYjAGL— GREG ISENBERG (@gregisenberg) July 25, 2026

Why Your Super Promising Enterprise Customer Went Dark

…and what you can do about it.

Rohan Paul on Twitter / X

Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025

Dave Troy on Twitter / X

Fears over datacenters are distorted along a few important axes:1) anxiety over AI, future employment, and control; they symbolize what people fear they are losing,2) compute centralization, which is actually probably not going to actually occur, because of financial…— Dave Troy (@davetroy) August 21, 2026

The Tyranny of the Marginal User

why consumer software gets worse, not better, over time

You have to beat the models at something

In 2025, I wrote that software engineers ought to be assessed by “value over replacement”: not how much money they made for their company, but how much they…

What Investing in Software Looks Like in 2026

In case you quietly filed Point Nine under “boring SaaS investor” … well, first of all, I’m not going to blame you. We’ve been investing in…

Has Substack’s subscription model really “maxed out?”

Scott Carney and Taylor Lorenz posted on Substack about downward subscriber trends they’re seeing. Carney pins it on subscription fatigue and feeling like “The only way to grow is to pillage the paid subscribers from other creators.” Lorenz questions Substack’s direction, saying “more and more like this app is becoming another social media feed.” When we recently wrote about writers who are leaving Substack, they mentioned control, pricing, and the social feature creep among their reasons for choosing competitors like Ghost and Behiiv. [Link: Writers are fleeing the Substack Tax | https://www.theverge.com/tech/927294/substack-tax-ghost-beehiiv | The Verge]

Tyler Angert on Twitter / X

Make an appGive it a networkMake a few more appsMake sure they can all talk to each other / use the same dataBuild hardware made for the app suiteNow you’re a computer company— Tyler Angert (@tylerangert) April 25, 2025

New advertiser incentive program | TikTok for Business

This article provides an overview of TikTok's acquisition incentive programs for new advertisers.