The Schizophrenic Market
It is fascinating to watch the news right now. The market is currently suffering from a split personality regarding AI and Software.
- Camp A (The Bulls): "Buy the dip! This fear is overblown. Agentic AI is just a helper. No one is going to build Salesforce in their basement. The moats are safe."
- Camp B (The Disruptors): "The industry is over. Code is a commodity. Every SaaS company is a walking zombie."
As someone who is actually using these tools daily, I find myself standing in the middle, watching them argue past each other.
The "Salesforce" Fallacy
The Bulls love to use the "Salesforce" argument. They say: "Sure, you can write a script, but you can't replicate the millions of lines of code, the security compliance, and the infrastructure of an Enterprise CRM in your basement."
They are technically right. But they are strategically wrong.
I've never used Salesforce. I'm a small business; I don't even fully grasp everything that behemoth does. But that's exactly the point. I don't want to build Salesforce.
I don't need 95% of what an Enterprise CRM does. I need a tool that tracks my specific customers, connects to my specific email marketing, and follows my specific logic.
In the past, businesses like mine were forced to buy bloated, expensive software just to get the 5% of features we actually needed. We paid for the whole cow to get a glass of milk.
The Great Unbundling
Agentic AI doesn't mean I will build a competitor to Salesforce. It means I can build a bespoke alternative for myself.
I proved this with my affiliate engine earlier this week. I didn't build a competitor to "Impact Radius" or "CJ Affiliate." I built a lightweight, custom engine that does exactly what I need, for $0 in licensing fees.
The disruption isn't that "Big Tech" gets replaced by "Basement Tech." It's that the Long Tail of software needs—the millions of small, custom problems—no longer require Enterprise solutions.
Amara's Law
We are seeing Amara's Law play out in real-time: "We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run."
Is the software industry going to collapse tomorrow? No. The Bulls are right about that. Legacy systems are sticky.
But is this a "nothingburger"? Absolutely not. The leverage has shifted. The ability to solve technical problems is no longer gatekept by a computer science degree or a million-dollar budget.
The Protocol: Don't let the "Buy the Dip" noise distract you from the signal. The ability to build your own tools is the ultimate hedge against a changing market.
