Matt Biilmann is the co-founder and CEO of Netlify. He reflects on Google's implementation of generative AI features across its product suite.
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“If I look at Google's products, like I now have all these Genesis buttons all over and I never use them. They just haven't managed to productize it in a way that feels super compelling.”
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“But they definitely feel it very strongly as like the biggest threat to them to be reduced to that system of record and not the actual like workflow platform. And I think that's pretty likely what would happen, right?”
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Biilmann: Build vs buy equation will shift toward custom internal apps
“I think it's a balance that will really start tipping, right? Like where today, if you're a company and you have a specific business need, hiring a development team to build, deploy, operate an internal application just for you to solve that business need, the…”
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Biilmann: AI custom apps will challenge enterprise SaaS within five years
“And now my timeline is more like five years and 15 years before it's going to be like really relevant.”
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PredictionNot checkable as stated
Biilmann: AI agents are 15-20 years away from maintaining complex software infrastructure
“And then you could speculate, can the agents maintain it? But I think. I think that, that then we are definitely in a 15, 20 year horizon before, before they could be relied on for anything like that.”
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PredictionNot checkable as stated
Biilmann: Figma faces existential revenue threat without end-to-end AI building tools
“But if Figma doesn't manage to connect that to the full end to end chain of prototyping and building and so on, then this could be a pretty existential threat. To companies like that over time, or at least like a threat to their current revenue model”
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