Casey Liss

GPT 5.5 or 6.0 comes out, and all of a sudden the integration you built, it works differently, and now you have to rebuild it.

And there's going to be a lot of that tumult for a while, for a long time.

I think there will always be value in the market for customized software, the same way there always has been value for it, even though people have spreadsheets and databases and they can build their own.

However, one major difference with AI is we are making the construction of these things even easier than it was before.

And I think to software developers, this is probably on the level of like the jump when we went from assembly code to compiled code and higher level languages.

That was a major jump in programmer productivity.

You can draw a lot of parallels to that.

It isn't a perfect analogy, but you can draw a lot of parallels to that kind of jump with AI, where I do think that the era of kind of hand-customizing really nice code that you're making yourself is going to be commercially in the past.

Now, the same way like if you are a custom furniture maker,

There's still a market for custom furniture and you can be a really good woodworker and you can make really nice custom wood furniture for people.

But most people's furniture is not custom made.

Most people's furniture is, you know, large scale made by machines and flat packed into boxes at Ikea or whatever.

That made it a lot more affordable for a lot of people, which is good.

But if you were a furniture maker, it's like, well, hmm.

The market just got a lot smaller once power tools and automation and factories started taking over that business.

You know, the AI revolution here with code generation in particular is that kind of moment for custom software.

Now, the good news is most software, most code that most people write is shuffling stuff around in a database or a spreadsheet or something similar.

Most code that most people write is really boring and really simple.

And that is easy to automate, as we're finding.

That is a major shift, but not unreasonable.