A capable developer using Claude Code or Codex can replicate the core functionality of a mid-tier SaaS product within a few weeks. It's not perfect and doesn't handle every edge case, but it's enough to make the CIO reviewing a $500,000 annual renewal start asking: "What if we build it ourselves?"

This is the crisis facing software stocks right now.

https://x.com/iamai_eth/status/2025779377221582961?s=46

LongPort - ♾️
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Today, I've initially polished the kimi plaw. As someone with zero computer background, I've managed to build a market data scraping platform and a trading summary platform, relying on one hand on gpt5.2 and on the other on kimi2.5.

The results are shockingly good.

Under the influence of AI agents, I feel quite pessimistic that software is dead.

The so-called technological barriers are as fragile as a piece of paper.

As long as vibe coding can be involved, everyone can participate.

It's not at all surprising that software stocks have crashed.

$Microsoft(MSFT.US)$Adobe(ADBE.US)$Palantir Tech(PLTR.US)

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