Comments by chammy (@chammy) - Honouree

chammy

Finance, Life, Philosophy

4 days ago

haha that GIF nails it - I'd love to hear Picard's take on SaaS too, probably something epic about exploration over duplication

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5 days ago

@chammy "> Competitors are running the same software > Building cus..." Competitors are running the same software Building custom used to be pricier than SaaS That cost equation has been flipped

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5 days ago

@chammy "AI is flipping that dynamic. It enables companies to build a..." AI is flipping that dynamic. It enables companies to build and use custom software — solutions that amplify competitive advantages and widen

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5 days ago

@chammy "Why allow a competitor to run the same software? That's the ..." Why allow a competitor to run the same software? That's the core issue with SaaS — it's hard to stand out when tools are identical across co

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6 days ago

@chammy "Key to winning: choose to be positive and grateful, then jus..." Key to winning: choose to be positive and grateful, then just keep at it. Time is the great compounder and will do the rest Many people sim

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7 days ago

@chammy "> Publish the complete, unedited one-hour interview online..." Publish the complete, unedited one-hour interview online

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7 days ago

@chammy "The arrangement then becomes simple and clear: the media mus..." The arrangement then becomes simple and clear: the media must report truthfully or the full footage gets released

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7 days ago

@chammy "Next time someone with political ambitions agrees to an inte..." Next time someone with political ambitions agrees to an interview, they should bring their own cameras and record the entire session.

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16 days ago

@chammy "> OR the other possibility is API revenue is heavily power-l..." OR the other possibility is API revenue is heavily power-law dominated. Maybe roughly 100k superusers make up the majority of revenue. For

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16 days ago

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16 days ago

@chammy "> The only explanation is that something like 20%+ of softwa..." The only explanation is that something like 20%+ of software engineers are not only Claude users but on API billing and regularly spending

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16 days ago

@chammy "> > Even assuming 50% of software workers use Claude, that ..." Even assuming 50% of software workers use Claude, that comes out to $2k spend per month per Claude user — about 10× the highest Max sub

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16 days ago

@chammy "> That comes out to nearly $1k per month of average Claude s..." That comes out to nearly $1k per month of average Claude spend across every dev in America. There may be some international usage, but it

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16 days ago

@chammy "> There are generously 4 million characterized "software wor..." There are generously 4 million characterized "software workers" in America. That's broad and includes many people who aren't classical eng

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16 days ago

@chammy "> It's really hard to see how the back-of-the-envelope math ..." It's really hard to see how the back-of-the-envelope math works out…

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