Endcaps retweeted
let me break down “software is dead” for you
the latest argument is “you just tell your agent what you want, and your agent will vibe code software on the fly to get that done, so no one will need real software any more”
sounds reasonable, until you realize it costs tokens, compute, and wall clock time to build those software on the fly
so instead of one-click launching an app, the bet is people will prefer to write a prompt, wait for 15 minutes, then get something that may or may not do what they want, and at the end of the month pay more $$$ for the token spend, higher than all their software combined
that’s literally the argument
and if we look at the world in aggregate, most people would just end up building the exact same “personal” software repeatedly
oh - your agent just spent 3 days and $500 of tokens vibe coding your terminal multiplexer? mine just did exactly the same! let’s celebrate how personal our terminal multiplexers are!
sorry - i just don’t see that as being a happy scenario for anyone, other than people who profit from telling others how to waste $ on tokens
to be constructive, here’s what i believe as the future state -
- high quality software that takes high cost to make will continue to thrive. just like good restaurants don’t compete with your air fryer and microwave
- most of those software will be offered headlessly for people to use via their agents, and they can continue to monetize such usage. this is already the case with products like jira, linear, stripe
- human-facing software will all offer dynamic UI that can be adjusted with natural language on the fly so they can be personalized easily, but their core doesn’t have to be rebuilt by every user repeatedly
instead of “software is dead”, i believe good software becomes “strong core, headless service, fluid interface”
which future do you think is more likely?
Endcaps retweeted
"ai coding is slop"
- developer who used to copy everything from stack overflow and random examples
Endcaps retweeted
Anthropic valuation: $2 trillion
Amazon valuation: $2.6 trillion
Anthropic revenue: $65 billion
Amazon revenue: $716 billion
Explain this gap.
🚨 Anthropic IPO S-1 prospectus LEAKED:
Valuation target: $2 TRILLION
>$4.6 billion in revenue in 2025
>$8.06 billion in operating loss
>$42 billion in net loss
The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime
Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’
Endcaps retweeted

unusual_whales@unusual_whalesSep 12
North America
North AmericaConnected via North America App StoreAccount-level information, not a live location or per-post device.
Google’s AI Mode is costing shoppers more, with the same products priced 21.6% higher on average than in traditional Search, per FURTURISM.
Endcaps retweeted
Anthropic: We are going to kill you
OpenAI: We are going to kill you first
Apple: now you can fold iPhone
Endcaps retweeted

ClaudeDevs@ClaudeDevsSep 2
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
We're open-sourcing Claude Commerce Agents.
This is a blueprint for building shopping and merchant agents, with reference implementations across retail, travel, telecom, and entertainment.
Endcaps retweeted
New national #poll shows Americans are fed up with platforms allowing #AI to be used to sexualize children & women.
🔹 71% are concerned about AI-generated sexual deepfakes targeting children.
🔹 67% are concerned about AI sexual images of women. aipolldata.org/









