Custom Software

“Every med, spa, contractor, and clinic runs on spreadsheets, group text, because custom software costs like 80,000 dollars a year. So you sell them internal tools for 5000 dollars flat, and you build it in two days. The interview prompt is your sales call. You…”

“And if someone paid five or 10,000 dollars up front to have custom software written, think of how sticky that is. They're not going to cancel in three months, six months. The lifetime value on this is going to be high. The churn is going to be very, very small…”

“And so I could underwrite a 10 X growth of the amount of custom software that gets written and the fact that these core systems don't go away because there's just actually going to be way more software in the world that gets created.”

“So now we're looking at, holy shit, we spent the last five, six years building all those Lego blocks for knowledge work. If we're just putting it, AI coding agent on top of it, you can have any kind of knowledge, customer software, customer agent for whatever …”

“I think there's a large explosion of tens of millions of more people building more specific, more personalized software to various use cases that you can charge a higher margin for because it's custom to like, I don't know, to use Aaron's example, like the, yo…”

“I think you'll see a lot of companies build their own software. Or you have tools that create kind of unique business processes software for a lot of these companies. I don't know if it's tomorrow or in five years, but I think there'll be more of that.”

“Especially that the software production costs and software creation costs are going down so dramatically, we're going to end up Moving towards a world where more and more of the software that enterprises consume are going to be customized and custom built and …”