Debopriya Chakroborty on speaking at Founder Startup House in Koramangala, and what a full house of Gen Z, millennials and seasoned founders was actually asking for.
Pieter Levels on a founder exchange about AI, cloning, and where the money in software is going.
@levelsio@levelsio
Incredible interaction here between @_mattwelter and @pedrotech_ showing exactly what's going on
No judgement on both btw, just interesting to observe:
Matt complains how he improved his product 10x but revenue is down by 1/3rd. Shouldn't it go up if you make the product better? The thing is every competitor also made their product 10x better using AI. So AI raised the baseline quality of everyone's apps (easier to make great apps) and increased competition (easier to enter the market)
But then one of his customers @pedrotech_ replies how he loved the app so much he decided to vibecode his own version for himself "so he didn't have to pay"
This exactly shows:
- everyone thinks they're improving their app but everyone is improving the same amount with AI (but not many realizing), it's like a race but everyone gets nitro now without realizing everyone else has nitro too
- barrier to entry is gone, anyone can just clone an app and enter as a competitor
- personal software is here, as he just cloned an existing app to not have to pay for it anymore
- he then only pays for API tokens for LLM or image models to the model hosters and model owners
So you went from a business chain of
- customer > app > ai model provider
To
- customer > ai model provider
The app layer is possibly getting removed!
The full exchange Pieter screenshotted
Matt Welter (@_mattwelter), who builds ReelFarm: the product is 10x better, but he is down from $48k to $30k a month. "how do i get back to $48k months plz"Pedro Machado (@pedrotech_), a customer: ReelFarm took his app 0 to 5k, then he built his own version "so i didn't have to pay."Matt back to Pedro: cloning it for yourself is fine, but copying the whole site, charging for it, and passing the output off as your own isn't. "copying is one thing, copying AND lying is another"Pedro's reply: he isn't releasing a clone, gave up after 3 days (couldn't match ReelFarm's AI text), and still recommends it. "This reelfarm clone has 1 customer (me)"
Praneet Dutta left Google DeepMind to launch Pomo, an AI marketing teammate that watches your market and tells you the next move, from insight to execution. A founder story and a look at AI reaching deeper into go to market.
Praneet Dutta@praneetdutta
I quit @GoogleDeepMind to build a marketing team that never stops working. Today, we're launching @HelloPomo. Your marketing, from insight to execution, unified. Pomo watches everything happening across your market, tells you exactly what to do next.
