Just-in-time Personalized Software

We now live in a world of zero-cost software, and it’s hard to overstate how fundamental of a shift that is at every level. The market is starting to realize this, selling off a bunch this week after Anthropic rendered a category of applications effectively useless with its legal tool (AI is Killing SaaS). There has been much chatter about the AI bubble fueled by CapEx investments, but in…