Thoughts on AI, the tech stack, and the indie hacker journey.
The duopoly is dead. Chinese-origin models now rival OpenAI in US enterprise adoption. The three-vendor strategy you planned for 2027 is already here—and it changes your margin math.
Desktop, web, mobile—one synced workspace. The platforms are absorbing the productivity layer that indie tool builders used to own. The TAM for point tools just shrank.
When a $100B+ platform fails to ship its own AI product, consultants working the integration layer win. Meta's 4-month agent freeze is a concrete signal about where the enterprise AI opportunity actually sits.
The mega-rounds are flowing to hardware + autonomy + regulated deployment. If you're building a pure-software AI wrapper, you're in a shrinking category. The enterprise money votes with its feet.
Harmonized international AI policy sounds abstract. For your business, it means export restrictions, vendor blacklists, and compliance overhead. Map your customer jurisdictions now.
Bespoke Labs raised a $40M Series A for AI evaluation infrastructure. VCs are funding 'does the AI actually work' because everyone ships AI features and almost nobody tests them. That gap is a productized service you can sell today — and it's more defensible than the flashy agent work.
OpenAI's Codex now loads Agent Skills, the same instructions-plus-scripts format Anthropic shipped for Claude. Your workflow investment stopped being locked to one vendor's agent. That changes the math on whether you build your own tooling — and it opens a supply-chain hole.
Reuters reports DeepSeek is designing its own inference chip to cut reliance on Nvidia and Huawei. Nvidia dipped on the news. The interesting part for a solo builder isn't the geopolitics — it's what a lab owning its own inference cost does to the API prices you route on.
Sysdig documented JADEPUFFER, an LLM agent that ran recon to encryption end-to-end and fixed its own failed logins in 31 seconds. The attacker-side automation everyone kept predicting just shipped, and the solo operator's real exposure is the forgotten admin panel, not a zero-day.