I bridge korea and global // ex.Allround // Crypto // AI // Business
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Joined October 2023
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Tony Lim retweeted
prediction
We’ll soon see a huge wave of billion dollar AI native products spinning out from internally vibe coded tools
Here’s the theory - just think about it as a funnel. There’s an explosion of so many internal AI apps being built that some will get popular, will get blogged about, some will open sourced. And some will cause employees to spin out with startups.
It’s already happened the past (often w infra) but it’ll happen up and down the stack this time. And as soon as someone mentions the idea or posts a screenshot or paper it can be agentically fast followed the next day
The best part is that every company has many internal teams that constitute an early customer base. the explosion of bespoke internal apps built by non-engineers is basically every company discovering the cold start problem in reverse. you don't need to build the network - the org IS the network. every team is an atomic network ready to adopt
More bespoke software, yes, but also more scaled software that spreads between companies too!
One of the biggest takeaways from Anthropic’s harness design post: the bottleneck is often not generation, but evaluation.
AI might fundamentally change the structure of software businesses.
In the past:
SI = custom
SaaS = scale
Two very different models.
Hub: SI / problem discovery Spoke: micro SaaS products
A kind of “SaaS Factory.”
When building products becomes extremely cheap, the real leverage shifts to problem discovery and distribution.
In the AI era, the strongest software companies might not be product companies — but problem discovery companies.
Curious if others are thinking about this model.
cc:
@alliekmiller
@ChrisLaubAI
@realritaeno
@Ejaz_bashir1
@EXM7777
@coreyganim
@irabukht
@mablejiang
AI tools will 10x code output this yr. nobody's talking about who verifies all of it. right now the answer is "trust me bro" for 99% of AI-generated code in production. formal verification is either the next massive infrastructure layer or the biggest gap nobody fills in time.
every "i built a $1M side hustle while keeping my job" story conveniently skips the part where the person already had six figures saved, deep domain access, or both. the actual advice isn't "be patient." it's "stack unfair advantages before you need them." huge difference.
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26,000 line CLAUDE.md is not a flex. it's context poisoning. the people getting the most out of agents are running the leanest setups.
the "ai-native vs ai-bolted" distinction is real, but 90% of people saying they're ai-native are just using more API calls than the next guy.
the bottleneck was never writing code. it was everything between "git push" and "merged." claude desktop finally kills that loop.
Tony Lim retweeted
It’s 2:54am
I’ve been managing 12 AI agents in realtime for my startup:
- Marketing
- Researching
- Coding
- Clipping
- and much more
This is what the future will be, the next wave of millionaires will be AI orchestrators.
Spinning up and managing many agents at once, all with a MacBook and Telegram.
There’s ZERO excuses to not be successful in 2026.
I’m 18, no code experience, no college.
This is your sign to start your startup today. 🫡