4 ms·
Learn about LangChain and MCP. Honestly, 90%+ of apps and startups aren't doing anything unique or crazy. They're orchestrating and applying AI to various thing
by tom_m 1y ago
Learn about LangChain and MCP. Honestly, 90%+ of apps and startups aren't doing anything unique or crazy. They're orchestrating and applying AI to various things. That means there's no moat, no secret sauce, and in many cases little effort. There's this concept of "AI slop" for content and I think it extends to startups/software as well.
Here's the thing. We're very likely to continue seeing VC funding in the slop. Counterintuitive, right? Why invest in these startups that are known to fail?
...because, if you connect the dots, the same VCs investing in these are those invested in the companies selling the LLMs. So it's literally funding companies to use and promote LLMs. Keep growing the hype and bubble. Keep normalizing LLM token cost. Keep playing on the FOMO. Bring on the AI doom.
It's absolutely worth having all of these startups fail for them. They'll spend millions and maybe billions in marketing. That's what most of these startups are - marketing. Pawns.
Remember, if you want to follow the whole (what I call) "AI doomer timeline" towards the end of it you'll realize that all/most SaaS startups will have a near zero or zero value. Why? Because anyone will be able to simply prompt AI to build the software they need. Not just "one size fits all" SaaS software that comes with limitations, missing features you need (but not enough of the other users need), other multi-tenant issues, and security concerns, and of course recurring cost...but people are going to be able to build CUSTOM single-tenant software with AI without recurring costs.
SaaS was always based on the age old question of buy vs. build. The only reason it works is because it cost more to build (and maintain). On our "AI doomer timeline" this will eventually shift and no longer be the case.
Ergo, these startups are mostly doomed for failure and it's in the best interest of VCs to invest in them to accelerate the timeline. Their goal is to increase AI adoption and phase out SaaS.