While caution is certainly warranted; and it makes sense there’s uncertainty in the space and things will change. This feels akin to - I remember a sense that the iPhone was dead because of wearables.

And I remember saying to a bull on this idea: “I’m sure wearables will unlock some cool capabilities. But I think humans just innately like holding a screen in their hands where they can watch YouTube videos; like they _really_ like this. This is a killer experience. YouTube, games, whatever this is peak.

And while not on par with the portable television. Like - custome AI-generated software is going to be great! But a visible representation of your model that someone is responsible for curating and looks the same no matter who is looking at it.

Like that’s pretty good. And I think a thing most people can agree on is that even if code is free. Software is still hard.