More from Founder's blog
TL;DR The "build vs. buy" equation has flipped. Businesses used to buy SaaS because it was cheaper than building their own. AI has changed that—building your own is now more affordable than ever. The discovery problem. AI recommendations default to well-established solutions. Think SEO is a long game? Try LLM SEO. Everyone worries about AI taking developer jobs, but what if AI wipes out the entire off-the-shelf software industry? The "Why Buy?" Problem Six months ago, we needed an AI-powered code review tool. We explored several options and ultimately "vibe-coded" our own GitHub Action—a simple Bash script that takes a git log, sends it to Claude via curl, and posts the results to Slack. Done. The best part? AI wrote the entire thing faster than it would take to sign up for a SaaS. How long until every company realizes they can do this? Need a simple "CRUD" CRM with JIRA-style tasks? Done. Need a mobile time-tracking app for remote employees? AI will spit out a React Native iOS build in minutes. Why pay for yet another SaaS when you can "vibe-code" something in a week? And mark my words, LLM providers are one step away from actually hosting the code they generate. Who needs to spawn an AWS server if you can just ask OpenAI to host the code it just wrote? - "Hey Siri! build me a Basecamp, but with green buttons, also register a domain, spawn a server and host it all there, charge this credit card when you're done" - "Absolutely, that'd be $1.17 per hour" The Discovery Problem AI doesn’t just make it easier to build software—it makes it harder for new SaaS products to get discovered. When you ask AI for recommendations, it defaults to the biggest names. And not just in SaaS, by the way, in open source too. Imagine launching a killer new JS framework today. AI coding assistants and tools like Cursor will just default to React anyway. And not even the latest version of it! In a recent tweet Adam Wathan, the creator of Tailwind, asked: "Has anyone migrated to Tailwind 4.0 yet?" The most popular response was "Nah! we're still waiting for LLMs to learn it." AI isn’t just "the next internet moment." It’s more like "the social network moment." Echo chambers get louder, big names get bigger, and smaller ones disappear into the noise. What Can SaaS Companies Do? 1. Become an Industry Standard Or at least a "go-to" product in a niche. If your app becomes something people mention on their CVs or job descriptions, you win. Examples: Slack. HubSpot. Salesforce etc. A salesperson moving to a new company simply expects Salesforce to be there. That kind of lock-in ensures survival. 2. Build Moats: Infrastructure & Vendor Lock-In SaaS products that are just CRUD apps will die. The ones that survive will own infrastructure or at least some part of it. Instead of building another AI voice assistant, create one with built-in VoIP and provide landline numbers to customers. Examples: Transistor.fm – Not just a SaaS, but also a podcast hosting and publishing pipeline. Postmark (or any transactional email service really) – yes, AI can code an email-sending app, but it can't get you a 10-year old high-reputation sender IP address trusted by Gmail and Outlook. SignWell, SavvyCal and similar "inter-business" file-sharing, communication & escrow apps that own the communication part (and frankly, are literally easier to use than vibe-code your own). But prepare for tthousands of clones. Which SaaS Will Die First? Side-project-scale, "one simple tool" SaaS products that used to be easy wins—form builders, schedulers, basic dashboards, simple workflow apps—those days are over. If AI can generate it in an afternoon, no one is paying a subscription for it. Oh, and "no code" is toasted too. The SaaS graveyard is about to get a lot more crowded. I give it 4 years. Software consulting is making a comeback though. Someone has to clean up the vibe-coded chaos.
TL;DR The "build vs. buy" equation has flipped. Businesses used to buy SaaS because it was cheaper than building their own. AI has changed that—building your own is now more affordable than ever. The discovery problem. AI recommendations default to well-established solutions. Think SEO is a long game? Try LLM SEO. Everyone worries about AI taking developer jobs, but what if AI wipes out the entire off-the-shelf software industry? The "Why Buy?" Problem Six months ago, we needed an AI-powered code review tool. We explored several options, tested them all, and ultimately "vibe-coded" our own GitHub Action—a simple Bash script that takes a git log, sends it to Claude via curl, and posts the results to Slack. Done. The best part? AI wrote the entire thing—faster than it took to sign up for another SaaS. How long until every company realizes they can do this? Need a simple CRM with JIRA-style tasks? Done. Need a mobile time-tracking app for remote employees? AI will spit out a React Native iOS build in minutes. Why pay for yet another SaaS when you can "vibe-code" something in a week? The Discovery Problem AI doesn’t just make it easier to build software—it makes it harder for new SaaS products to get discovered. When you ask AI for recommendations, it defaults to the biggest names. Here’s an open-source analogy: imagine launching a game-changing JS framework today. AI coding assistants and tools like Cursor will still default to React. And not even the latest version! Adam Wathan recently asked on Twitter, "Has anyone migrated to Tailwind 4.0 yet?" The most popular response was "Nah! we're still waiting for LLMs to learn it." AI isn’t just "the next internet moment." It’s more like "the social network moment." Echo chambers get louder, big names get bigger, and smaller ones disappear into the noise. What Can SaaS Companies Do? 1. Become an Industry Standard Or at least a "go-to" product in a niche. If your app becomes something people mention on their CVs or job descriptions, you win. Examples: Slack. HubSpot. Salesforce etc. A salesperson moving to a new company simply expects Salesforce to be there. That kind of lock-in ensures survival. 2. Build Moats: Infrastructure & Vendor Lock-In SaaS products that are just CRUD apps will die. The ones that survive will own infrastructure. Examples: Transistor.fm – Not just a SaaS, but also a podcast hosting and distribution pipeline. Postmark (or any transactional email service really) – AI can code an email-sending app, but it can't get you a 10-year old high-reputation sender IP address trusted by Gmail and Outlook. SignWell and similar B2B file-sharing apps (literally easier to use then code your own). Don't just build another CRUD sales CRM, build a CRM with an inbound VoIP number – because AI can’t replace telco infrastructure (yet). Which SaaS Will Die First? Side-project-scale, "one simple tool" SaaS products that used to be easy wins—Calendly replacements, form builders, schedulers, basic dashboards, simple workflow apps—those days are over. If AI can generate it in an afternoon, no one is paying a subscription for it. Oh, and "no code" is toasted too. The SaaS graveyard is about to get a lot more crowded. I give it 4 years. Software consulting is making a comeback though. Someone has to clean up the vibe-coded chaos.
I'm looking for a new daily driver browser on my Mac. Chrome is a non-starter for me due to privacy concerns (Google's tracking empire is alive and well), and Edge is just... too much. Every update shoves another set of “features” down my throat — Copilot, discount coupons, Bing nonsense — things I have to disable again and again. No thanks. I currently use Brave and I really want to like it, but something about it doesn't sit right with me. The constant crypto integration, some of the decisions around their search engine — it just feels like it's got an agenda. Arc? Well, Arc is dying now, so that's out. Someone suggested Zen, which is a Firefox-based browser aiming to be an Arc-like alternative. That got me curious. And since I already had all these browsers installed, I figured: why not run some benchmarks and see how they stack up? Benchmark Setup All tests were run using Speedometer 3.0 on a MacBook M3 Pro. I tested in incognito/private mode with no extensions, except where the browser had built-in blockers enabled: Chrome: Running uBlock Origin Brave: Default built-in ad/privacy blocker enabled Safari: Clean Firefox: Clean Zen: Clean Results Chrome 132.0.6834.160 - 37.7 Brave 1.74.51 - 37.6 Safari 18.2 - 37.6 Firefox 134.0.2 - 34.8 Zen Browser 1.7.3b - 31.6 Browser benchSpeedometer score (higher is better)ChomeBraveSafariFirefoxZen Browser0510152025303540 A few takeaways: Chrome is (unsurprisingly) the fastest. Brave is essentially Chrome with a privacy skin, Leo AI, some Crypto stuff etc, and the Speedometer score reflects that. Firefox holds up well but is still behind Chromium-based browsers. Not awful, but not amazing either. Zen, being Firefox-based, lags a bit further behind. If you want a Firefox alternative that looks different but runs about the same, it's an option. Otherwise, it's just Firefox with extra UI features (see below). Side Note: 1Password Is a Performance Killer One of the most surprising findings was how much 1Password's extension destroys Speedometer scores. Across all browsers, enabling it dropped my score by 10 points. No clue what it's doing under the hood, but it's heavy. Probably scans all inputs to shove a password into. A (tiny) Zen review no one asked for Zen is a very, very nice browser, but it has some rough edges: (nitpicking) Lacks standard macOS keyboard shortcuts — for example, Cmd+W should close a window when no tabs are left. There's a hidden setting to fix this, but seriously, just follow macOS conventions by default. No built-in adblocker, have to install uBlock Origin like it's 2023 again (kidding). The dev tools are Firefox-based, and that says it all. JavaScript debugging is flaky (unreliable variable watch list, breakpoints sometimes get skipped), and reverse-engineering complex CSS can be a nightmare. That said, Zen a very solid contender, and some of its UI design choices are genuinely great! If you'd like to learn more watch Theo's review
I mean, it is! But the whole story about the stock market reacting to the news about DeepSeek V3 and R1 is a fine example of the knee-jerk nature of mass consciousness in the era of clickbait economics. Briefly, by points: No, DeepSeek isn’t “head and shoulders above” every other model. The results vary across benchmarks, but on average, GPT-4o and Gemini-2 are better. You can see this on ChatBot Arena, for example (Reddit thread). Even in the results published by DeepSeek’s authors themselves (benchmark graph), you can see that in several tests, the model lags behind GPT-4o from May 2024—which, mind you, is currently ranked 16th on ChatBot Arena. No, training DeepSeek didn’t cost $6 million, “100 times less than GPT-4.” The $6 million figure refers only to the final training run of the published model. It doesn’t include any prior experiments, earlier versions, or R&D costs. This is just the raw computational cost of that final training run. And guess what? That figure is pretty much in line with models of the same class. No, Nvidia did not deserve this hit Not that we’re shedding tears for them — they could use a push to lower hardware prices. And let's not forget that DeepSeek was still trained on Nvidia’s own hardware. And no, their GPUs aren’t suddenly obsolete. DeepSeek’s computational budget is fairly standard for training, and inference for such a massive model (reminder: it’s an MoE with 671 billion parameters, 37 billion of which are active per token generation) requires a ton of hardware. Inference costs are roughly on par with a 70B dense model. Naturally, they’ll scale this success by throwing even more hardware at it and making the model bigger. Not to mention that Deepseek makes LLMs more accessible for the on-prem customers. Which means smaller businesses will buy more GPU's, which is still good for NVDA, am I right? Does this mean the model is bad? No, the model is very, VERY good. It outperforms the vast majority of open-source models, which is fantastic. DeepSeek used 8-bit floating point numbers (FP8) throughout the entire training process. This sacrifices some of that precision to save memory and boost performance. Additionally, they employed a multi-token prediction system and innovative GPU clustering/connectivity techniques. These are clever and practical engineering choices that undoubtedly contributed to their success. In the end, though, stocks will recover, ideas will spread, models will get better, and progress will march on (hopefully).
After years of working with the "big" Visual Studio, I've had enough. It's buggy, slow, and frustrating, and I've decided to make the switch to Visual Studio Code. While as a C# developer I'm still unsure if I can replicate every aspect of my workflow in VS Code, I'm willing to give it a shot—and so far, I'm really impressed. 1. Performance Visual Studio 2022 performance has been a constant issue. It's sluggish and feels increasingly bloated with every new update. It's like watching paint dry every time I open a project. In contrast, Visual Studio Code feels lightweight and incredibly fast. The first time I opened my large project in VS Code, I was shocked — it loaded in lees than a second, literally, even with extensions like "C#" and "C# Dev Kit" installed. 2. Better Developer Experience Running dotnet watch run in VS Code's terminal has been a revelation. It's fast, responsive, and actually works consistently. Visual Studio's "hot reload" feature, on the other hand, has been a constant source of frustration for me. Half the time it doesn't work, and I'm left restarting debugging sessions over and over again. I can't tell you how many hours I've lost to that unreliable feature. 3. Fewer Bugs, Less Frustration The minor editor bugs in Visual Studio have been endless and exhausting. I remember one particularly infuriating bug where syntax highlighting would break in Razor and .cshtml files whenever I used certain HTML tags or even just adjusted the indentation. It drove me up the wall! Not to mention the bizarre issues with JavaScript formatting that never seemed to get fixed. Since switching to VS Code, I've encountered far fewer bugs. It just feels like an environment that respects my time and sanity. 4. A Thriving Ecosystem The VS Code extension ecosystem is alive and thriving. Need Tailwind CSS IntelliSense? There's an extension for that, and it works beautifully. Want to visualize your Git history for a particular line (better version of git-blame)? The Git History extension has got you covered. In "big" Visual Studio, I'd report issues through the "feedback hub" and wait months — or even years — for a response. With VS Code, the community is constantly contributing new tools and improvements. It's energizing (and sometimes exhausting) to be part of such an active ecosystem. 5. Cross-Platform Flexibility One of the biggest advantages I've found with Visual Studio Code is its true cross-platform support. Whether I'm on my Windows PC gaming rig at home or my MacBook while traveling, VS Code runs smoothly and keeps my workflow consistent. Visual Studio's limited macOS version just doesn't cut it for me. Being able to switch between machines without missing a beat has been a game-changer. I have to admit, I was skeptical at first. I've always had a bit of a grudge against Electron-based apps — they've often felt sluggish and bloated. But VS Code has completely changed my perspective. It's fast, responsive, and flexible enough to let me build the development environment that works best for me. Switching to VS Code has rekindled my passion for coding; it reminds me why I fell in love with development in the first place. While Visual Studio will always have its strengths, I need a tool that evolves with me—not one that holds me back.
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.title {text-wrap:balance;} #content > p:first-child {text-wrap:balance;} If Git had a nemesis, it’d be large files. Large files bloat Git’s storage, slow down git clone, and wreak havoc on Git forges. In 2015, GitHub released Git LFS—a Git extension that hacked around problems with large files. But Git LFS added new complications and storage costs. Meanwhile, the Git project has been quietly working on large files. And while LFS ain’t dead yet, the latest Git release shows the path towards a future where LFS is, finally, obsolete. What you can do today: replace Git LFS with Git partial clone Git LFS works by storing large files outside your repo. When you clone a project via LFS, you get the repo’s history and small files, but skip large files. Instead, Git LFS downloads only the large files you need for your working copy. In 2017, the Git project introduced partial clones that provide the same benefits as Git LFS: Partial clone allows us to avoid downloading [large binary assets] in advance during clone and fetch operations and thereby reduce download times and disk usage. – Partial Clone Design Notes, git-scm.com Git’s partial clone and LFS both make for: Small checkouts – On clone, you get the latest copy of big files instead of every copy. Fast clones – Because you avoid downloading large files, each clone is fast. Quick setup – Unlike shallow clones, you get the entire history of the project—you can get to work right away. What is a partial clone? A Git partial clone is a clone with a --filter. For example, to avoid downloading files bigger than 100KB, you’d use: git clone --filter='blobs:size=100k' <repo> Later, Git will lazily download any files over 100KB you need for your checkout. By default, if I git clone a repo with many revisions of a noisome 25 MB PNG file, then cloning is slow and the checkout is obnoxiously large: $ time git clone https://github.com/thcipriani/noise-over-git Cloning into '/tmp/noise-over-git'... ... Receiving objects: 100% (153/153), 1.19 GiB real 3m49.052s Almost four minutes to check out a single 25MB file! $ du --max-depth=0 --human-readable noise-over-git/. 1.3G noise-over-git/. $ ^ 🤬 And 50 revisions of that single 25MB file eat 1.3GB of space. But a partial clone side-steps these problems: $ git config --global alias.pclone 'clone --filter=blob:limit=100k' $ time git pclone https://github.com/thcipriani/noise-over-git Cloning into '/tmp/noise-over-git'... ... Receiving objects: 100% (1/1), 24.03 MiB real 0m6.132s $ du --max-depth=0 --human-readable noise-over-git/. 49M noise-over-git/ $ ^ 😻 (the same size as a git lfs checkout) My filter made cloning 97% faster (3m 49s → 6s), and it reduced my checkout size by 96% (1.3GB → 49M)! But there are still some caveats here. If you run a command that needs data you filtered out, Git will need to make a trip to the server to get it. So, commands like git diff, git blame, and git checkout will require a trip to your Git host to run. But, for large files, this is the same behavior as Git LFS. Plus, I can’t remember the last time I ran git blame on a PNG 🙃. Why go to the trouble? What’s wrong with Git LFS? Git LFS foists Git’s problems with large files onto users. And the problems are significant: 🖕 High vendor lock-in – When GitHub wrote Git LFS, the other large file systems—Git Fat, Git Annex, and Git Media—were agnostic about the server-side. But GitHub locked users to their proprietary server implementation and charged folks to use it.1 💸 Costly – GitHub won because it let users host repositories for free. But Git LFS started as a paid product. Nowadays, there’s a free tier, but you’re dependent on the whims of GitHub to set pricing. Today, a 50GB repo on GitHub will cost $40/year for storage. In contrast, storing 50GB on Amazon’s S3 standard storage is $13/year. 😰 Hard to undo – Once you’ve moved to Git LFS, it’s impossible to undo the move without rewriting history. 🌀 Ongoing set-up costs – All your collaborators need to install Git LFS. Without Git LFS installed, your collaborators will get confusing, metadata-filled text files instead of the large files they expect. The future: Git large object promisors Large files create problems for Git forges, too. GitHub and GitLab put limits on file size2 because big files cost more money to host. Git LFS keeps server-side costs low by offloading large files to CDNs. But the Git project has a new solution. Earlier this year, Git merged a new feature: large object promisers. Large object promisors aim to provide the same server-side benefits as LFS, minus the hassle to users. This effort aims to especially improve things on the server side, and especially for large blobs that are already compressed in a binary format. This effort aims to provide an alternative to Git LFS – Large Object Promisors, git-scm.com What is a large object promisor? Large object promisors are special Git remotes that only house large files. In the bright, shiny future, large object promisors will work like this: You push a large file to your Git host. In the background, your Git host offloads that large file to a large object promisor. When you clone, the Git host tells your Git client about the promisor. Your client will clone from the Git host, and automagically nab large files from the promisor remote. But we’re still a ways off from that bright, shiny future. Git large object promisors are still a work in progress. Pieces of large object promisors merged to Git in March of 2025. But there’s more to do and open questions yet to answer. And so, for today, you’re stuck with Git LFS for giant files. But once large object promisors see broad adoption, maybe GitHub will let you push files bigger than 100MB. The future of large files in Git is Git. The Git project is thinking hard about large files, so you don’t have to. Today, we’re stuck with Git LFS. But soon, the only obstacle for large files in Git will be your half-remembered, ominous hunch that it’s a bad idea to stow your MP3 library in Git. Edited by Refactoring English Later, other Git forges made their own LFS servers. Today, you can push to multiple Git forges or use an LFS transfer agent, but all this makes set up harder for contributors. You’re pretty much locked-in unless you put in extra effort to get unlocked.↩︎ File size limits: 100MB for GitHub, 100MB for GitLab.com↩︎
Conrad Irwin has an article on the Zed blog “Why LLMs Can't Really Build Software”. He says it boils down to: the distinguishing factor of effective engineers is their ability to build and maintain clear mental models We do this by: Building a mental model of what you want to do Building a mental model of what the code does Reducing the difference between the two It’s kind of an interesting observation about how we (as humans) problem solve vs. how we use LLMs to problem solve: With LLMs, you stuff more and more information into context until it (hopefully) has enough to generate a solution. With your brain, you tweak, revise, or simplify your mental model more and more until the solution presents itself. One adds information — complexity you might even say — to solve a problem. The other eliminates it. You know what that sort of makes me think of? NPM driven development. Solving problems with LLMs is like solving front-end problems with NPM: the “solution” comes through installing more and more things — adding more and more context, i.e. more and more packages. LLM: Problem? Add more context. NPM: Problem? There’s a package for that. Contrast that with a solution that comes through simplification. You don’t add more context. You simplify your mental model so you need less to solve a problem — if you solve it at all, perhaps you eliminate the problem entirely! Rather than install another package to fix what ails you, you simplify your mental model which often eliminates the problem you had in the first place; thus eliminating the need to solve any problem at all, or to add any additional context or complexity (or dependency). As I’m typing this, I’m thinking of that image of the evolution of the Raptor engine, where it evolved in simplicity: This stands in contrast to my working with LLMs, which often wants more and more context from me to get to a generative solution: I know, I know. There’s probably a false equivalence here. This entire post started as a note and I just kept going. This post itself needs further thought and simplification. But that’ll have to come in a subsequent post, otherwise this never gets published lol. Email · Mastodon · Bluesky
Measuring, analyzing, and optimizing loops using Linux perf, Top-Down Microarchitectural Analysis, and the CPU’s micro-op cache
You can just change things! That's the power of open source. But for a lot of people, it might seem like a theoretical power. Can you really change, say, Chrome? Well, yes! We've made a micro fork of Chromium for Omarchy (our new 37signals Linux distribution). Just to add one feature needed for live theming. And now it's released as a package anyone can install on any flavor of Arch using the AUR (Arch User Repository). We got it all done in just four days. From idea, to solicitation, to successful patch, to release, to incorporation. And now it'll be part of the next release of Omarchy. There are no speed limits in open source. Nobody to ask for permission. You have the code, so you can make the change. All you need is skill and will (and maybe, if you need someone else to do it for you, a $5,000 incentive 😄).
Jan Miksovsky lays out his idea for website creation as content transformation. He starts by talking about tools that hide what’s happening “under the hood”: A framework’s marketing usually pretends it is unnecessary for you to understand how its core transformation works — but without that knowledge, you can’t achieve the beautiful range of results you see in the framework’s sample site gallery. This is a great callout. Tools will say, “You don’t have to worry about the details.” But the reality is, you end up worrying about the details — at least to some degree. Why? Because what you want to build is full of personalization. That’s how you differentiate yourself, which means you’re going to need a tool that’s expressive enough to help you. So the question becomes: how hard is it to understand the details that are being intentionally hidden away? A lot of the time those details are not exposed directly. Instead they’re exposed through configuration. But configuration doesn’t really help you learn how something works. I mean, how many of you have learned how typescript works under the hood by using tsconfig.json? As Jan says: Configuration can lead to as many problems as it solves Nailed it. He continues: Configuring software is itself a form of programming, in fact a rather difficult and often baroque form. It can take more data files or code to configure a framework’s transformation than to write a program that directly implements that transformation itself. I’m not a Devops person, but that sounds like Devops in a nutshell right there. (It also perfectly encapsulates my feelings on trying to setup configuration in GitHub Actions.) Jan moves beyond site creation to also discuss site hosting. He gives good reasons for keeping your website’s architecture simple and decoupled from your hosting provider (something I’ve been a long time proponent of): These site hosting platforms typically charge an ongoing subscription fee. (Some offer a free tier that may meet your needs.) The monthly fee may not be large, but it’s forever. Ten years from now you’ll probably still want your content to be publicly available, but will you still be happy paying that monthly fee? If you stop paying, your site disappears. In subscription pricing, any price (however small) is recurring. Stated differently: pricing is forever. Anyhow, it’s a good read from Jan and lays out his vision for why he’s building Web Origami: a tool for that encourages you to understand (and customize) how you transform content to a website. He just launched version 0.4.0 which has some exciting stuff I’m excited to try out further (I’ll have to write about all that later). Email · Mastodon · Bluesky