Pat Walls(@thepatwalls):People think the risk of AI on software is people vibe coding their own tools. No! It's increased competition. This is standard market dynamics. Competitors crush profits. If you're building software, you need a competitive advantage: Either (1) on the demand side: audience, brand, trust, etc Or (2) something others can't get: proprietary data, regulatory position, deep integration, etc.

Pat Walls

@thepatwalls

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Pat Walls@thepatwalls

2026.07.30 05:04

People think the risk of AI on software is people vibe coding their own tools. No! It's increased competition. This is standard market dynamics. Competitors crush profits. If you're building software, you need a competitive advantage: Either (1) on the demand side: audience, brand, trust, etc Or (2) something others can't get: proprietary data, regulatory position, deep integration, etc.