vas(@vasuman):Completely agree. But people misunderstand what “apps” means in the enterprise space. The enterprise value in apps does not come from your vibe coded LLM wrapper. This has not only a switching cost of 0, but also a creation cost of 0. You’ll get destroyed on both ends. Instead the value in apps means who will go deepest into a company, understand how things work today, re-engineers processes for an AI native future, and then builds the AI application for this future state on top of your existing systems of record. Varick.

2026.08.08 19:49

Completely agree. But people misunderstand what “apps” means in the enterprise space. The enterprise value in apps does not come from your vibe coded LLM wrapper. This has not only a switching cost of 0, but also a creation cost of 0. You’ll get destroyed on both ends. Instead the value in apps means who will go deepest into a company, understand how things work today, re-engineers processes for an AI native future, and then builds the AI application for this future state on top of your existing systems of record. Varick.

Brendan (can/do)@BrendanFoody

2026.08.08 18:56

It feels like > 90% of the durable enterprise value from OpenAI and Anthropic will come from the apps, not the API. API is an extremely competitive market with no switching costs.

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