The Ledger
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Enterprises will eventually buy all software and AI from a single provider
“So that goes along with our thesis of convergence of software, that software will converge ultimately given a long enough period of time. All of your software will be provided by one software provider. I believe one AI provider also.”
AI chat providers must build core productivity primitives themselves
“Every AI chat experience will need core primitives, and what we refer to primitives are things like a doc, slides, spreadsheet, kind of database and of course, attachments and files, and those things will need to be built by the AI chat providers themselves, a…”
AI labs will struggle to break into B2B enterprise collaboration software
“I think also that the AI labs will struggle cracking into B to B, especially with collaboration.”
Figma is deprecating third-party API access for prototype synchronization
“Recently they notified us that. You know, they've, they are deprecating that across the board, not just for us, for everyone.”
Software vendors will increasingly cut off third-party API access in data wars
“I think you're going to end up like waking up every day and, you know, I think you'll see another headline of this company cut off this access to this access and you're using, you know, your tool that you thought you were using to control everything connected …”
Single-feature software businesses are in trouble for sure
“And I do think that software businesses that have a very simple product offering are in trouble for sure.”
AI remains weak at calculations without executing code in virtual machines
“And you know, more importantly right now, AI, we're in a world where, where AI is not good at calculating things yet. So generally you're having to spin up a virtual machine and run Python or something on there. To actually perform those spreadsheet calculatio…”