March 26, 2026

Read_935 - AI Will Eat Application Software

53 minutes

"Yes, AI is a big deal, but the conclusion that AI is going to kill the vertical and functional

software business model simply makes no sense. The truth is that AI simply isn't going to kill software companies. After all this panic has passed, we'll see that AI is the best thing that ever happened to the software industry."

~ Alex Immerman and Santiago Rodriguez

Ever wonder if AI is really going to wipe out software companies and leave us all jobless in a post-human economy? Listen in this episode where I read a A16Z article dismantling the doom and gloom, then rant on why AI amplifies human judgment, process power, and relative value - turning creative destruction into the ultimate boon for innovation. Could this be the take that flips your fears into excitement?

Check out the original article: AI Will Eat Application Software by Alex Immerman and Santiago Rodriguez (Link: https://www.a16z.news/p/good-news-ai-will-eat-application)

References from the episode

Peter Steinberg's article on managing AI agents and process engineering, which sparked my thoughts on judgment and memory in AI. (Link: https://steipete.me/posts/just-talk-to-it)

Dig into my feed for those recent episodes on AI coding and vibe coding; they're full of practical takes on agents and processes.

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