TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
AI Economics & Business Models · AI erodes SaaS switching costs and process power, but network effects and scale economies persist; 10x startup disruption ahead
now playing · AI Economics & Business Models
AI Coding Agentstailwindscore 9/10boris cherny
Coding is solved: AI writes 100% of code for top practitioners, democratizing software creation
Boris Cherny states coding is 'solved' for him — the model writes 100% of his code since Oct/Nov 2024, enabling 150 PRs in a day via hundreds of parallel agents. He predicts software develo…
AI Agentstailwindscore 8/10boris cherny
Autonomous agent loops replace human orchestration: cron-scheduled agents self-manage CI, rebasing, feedback clustering
Cherny's personal workflow uses dozens of persistent 'loops' (cron-scheduled agents) that autonomously fix CI, rebase PRs, cluster Twitter feedback every 30 minutes, and communicate with ot…
AI Economics & Business Modelsmixedscore 8/10boris cherny
AI erodes SaaS switching costs and process power, but network effects and scale economies persist; 10x startup disruption ahead
Applying Hamilton Helmer's 'Seven Powers', Cherny argues AI makes switching costs and process power less important (models can port code and hill-climb any workflow), while network effects,…
Enterprise AI Adoptiontailwindscore 8/10boris cherny
Organizational process gap, not model gap, drives AI advantage: Anthropic runs zero manual code, all SQL model-written, agents coordinate via Slack
Cherny states there is no model gap — same models available externally. The real advantage is organizational: Anthropic uses Claude for everything, with agents communicating across Slack to…
AI Safety & Alignmenttailwindscore 7/10boris cherny
Model alignment improvements will obsolete current safety harnesses: prompt injection guards, permission modes, human-in-the-loop
As models become better aligned (predicted within a year), the extensive safety infrastructure — static command verification, permission modes, human-in-the-loop — becomes unnecessary becau…
AI Infrastructuretailwindscore 7/10boris cherny
MCP emerges as universal connector for AI-tool interaction; computer use is catchall for non-API systems
Model Context Protocol (MCP) is the standard interface — same connectors work across Claude AI, CLI, Code, and Co-work. For systems without APIs, computer use (Anthropic's lead) acts as a u…