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  "text": "This is a great report on the state of software and AI by @Redpoint - thank you, @loganbartlett!\n\nWhere I disagree is the build vs. buy slide:\n\n1) I'm not sure if it takes ~12 engineers to build/maintain a Slack clone for 1 customer. As AI keeps getting better at not only code gen but all software engineering tasks I think you'll be able to do it with a smaller team. Doesn't mean you should spend engineering time on it because I expect...\n\n2) ... there will be agencies who specialize in this kind of work (e.g. build a Slack clone and sell customized versions of it).\n\n3) ... there will be lots of cheap, (more or less) good enough Slack clones \n\n4) ... there will be AI-native startups that rethink the category.\n\nAll of these factors, I think, will contribute to pricing pressure for Slack and other traditional SaaS companies ... which they will only be able to defend against if they get a share of the agentic revenue enabled by their products.",
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