Accept that eventually you'll have multiple databases, so it makes sense to plan from that from the start and get in place the mechanisms for the databases to talk to each other.
The question is "open source" vs "proprietary". Open source will become the majority of SaaS. But the industry needs to find the right business model. I think the model will look, to the enterprise clients, largely the same as today. There will still be usage costs (both per user and storage) and support costs. But there will not be "license costs". And there will be much less lock-in.
>provide high scale replacements for simple and expected softwares
I like the "Amazon Basics" analogy.
Also consider that these enterprise platforms are both very expensive and very customizable. Consider SAP which is a huge proprietary mess - including the backing store. An enterprise that buys into SAP is also buying into spending $1M+ a year on consultants.
Open enterprise software will have at it's core open relational database schemas that can be run on the database engine of your choosing. The AI models will be very familiar with those schemas and with the presentation tiers, and will be building a bespoke business app - but not from scratch.
I think the enterprise software consultancies are going to be in trouble. New consultancies will soon emerge who will help move customers off of the legacy platforms.
Right. You can't vibe code an iOS app because the agent can't step into that cathedral. What I'm curious about is will this result in Apple locking down that cathedral even more or opening it up a bit - for example by better supporting progressive web apps.
Apple is benefiting hugely from Openclaw because the Mac Mini's are selling like hot cakes. My hope would be that apple embraces that community, but given the history of the senior leadership, I'm afraid that they will not do so.
Probably not a feature-complete app, but they're not completely unable to code Swift apps. I wanted to contrast Claude vs Codex and had both build a basic weather app just to see if they could. It wasn't anything anyone would want or buy, but they were both able to do that much.
I've successfully spec-coded a functional iOS terminal app for proxying Claude Code (and family) from an owned system. It was easy - even the icon and slick splash screen.
An Apple Developer Account would be required to deploy it. A free account permits sideloading of a private app.
The value of ARM is that it's a cheap commodity that you can license instead of reinvent. That's why there is a range of chip makers that now produce ARM chips instead of or in addition to their own designs. Other chip designs are available. Risc V is getting some traction. It will take a long time for that to catch up with ARM but of course if ARM raises their pricing that might provide an incentive to speed up development.
This feels like a religious belief. Somehow everyone captures exactly the value they create - no more, and no less. Amazing how perfect every transaction must be to ensure this is always true.
Actually, in most economic models of markets, the producer does not capture 100% of the value it creates. The exception would be a pure monopoly where I can do pure price discrimination and charge everybody exactly as much as they would pay. That is pretty rare for obvious reasons. So I don't know why GP expects this to be true of ARM.
> Actually, in most economic models of markets, the producer does not capture 100% of the value it creates.
See airlines who create enormous value, but remain terrible businesses. I think it remains to be seen if the AI companies can really capture the value being created as well.
"Capturing the value you create" is a euphemistic way to describe pushing producer surplus towards 100% and consumer surplus to 0%, your ability to pull it off depends on your monopoly power, and it would be more honestly described as "value extraction" than as "capturing".
True about semantics. "Capturing", "Creating", and "Value" are all rather fuzzy.
But false about my meaning, which was precisely the opposite of "a euphemistic way to describe pushing producer surplus towards 100% and consumer surplus to 0%"
My original comment "They capture exactly the value they create" was my (failed) attempt to restate the basic premise of capitalism, that profits tend towards zero, using the words at play in this discussion.
Prodigy launched online ads from the 1980s. AOL as well.
HotWired (Wired's first online venture) sold their first banner ads in 1994.
DoubleClick was founded in 1995.
Neither were limited to 90's hardware:
Web browsers were available for machines like the Amiga, launched in 1985, and today you can find people who have made simple browsers run on 8-bit home computers like the C64.
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