The Rollup(@therollupco):Drake Evans says the middle of the software stack is about to get wiped out by AI, and that the survivors will be the companies close to the metal. "Being close to the metal means the fundamental building blocks." "The stuff that can't be built or replicated by software or AI." "The middle of the stack is going to get eaten." "The defensible layer is the one AI can't just rebuild." @drakeevans @withAUSD

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The Rollup@therollupco

2026.10.06 22:39

Drake Evans says the middle of the software stack is about to get wiped out by AI, and that the survivors will be the companies close to the metal. "Being close to the metal means the fundamental building blocks." "The stuff that can't be built or replicated by software or AI." "The middle of the stack is going to get eaten." "The defensible layer is the one AI can't just rebuild." @drakeevans @withAUSD