Rosa Del Mar

Daily Brief

Issue 30 2026-01-30

Long-Tail-Software-Economics-Bespoke-Tools-Become-Viable

  • Ashworth states that AI assistance enabled him to deliver a polished application for an audience of about three people in only a few days.
  • Ashworth states that AI coding tools do not make someone a fundamentally better programmer but instead increase the speed at which they produce code aligned with their existing skill level.
  • Ashworth describes shipping AI-generated code that the programmer has not reviewed or does not understand as terrifying and unacceptable.

Ai-Assisted Software Creation Compressing Build-Vs-Buy For Utility Saas

  • Adam began building a CLI-based macOS maintenance tool ('tuner d') after frustration with CleanMyMac's ongoing resource usage and subscription model.
  • A recommended Mac mini configuration for heavier use is described as an M4 with 10-core CPU/GPU, 32GB RAM, 1TB SSD, and 10GbE priced around $1499.
  • AI-generated content is acceptable under the condition that it is clearly disclosed as AI-generated and does not pretend to have human experiences or emotions.

Capability Boundaries And Human Skill Shifts

  • Netlify’s philosophy rejects “AI as your outsourced developer” in favor of making users into developers who learn software concepts and direct agents through iteration.
  • Netlify added a build-debugging feature that sends logs/code to an LLM for diagnosis, and about 25% of users who used it clicked “copy to LLM” immediately.
  • Netlify’s addressable audience expanded from about 17 million professional JavaScript developers to something closer to ~3 billion people who can use spreadsheets because computers can now write code.

Depin Revenue Durability, Transparency Limits, And Competitive Bear Case

  • A major bear case for DePIN is that incumbents like Apple and Google can deliver similar infrastructure services more effectively due to scale and integrated hardware.
  • EV3 raised a second fund totaling $61.74 million, deliberately sizing it to 6174.
  • The guest claimed the main bottleneck for stablecoin-funded credit vaults is safe origination and deployment speed rather than attracting deposits.