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@chamath (posted 2026-05-13 17

2026-05-13 · 17:37 UTC ·@chamath ·0 min read

Brief

Chamath argues that SaaS commoditizes tooling because competitors run identical software, eroding differentiation; he says AI enables companies to build custom software to 'amplify your edge' and widen competitive distance. 8090 (@8090_Factory) claims it has made custom cheaper than SaaS and invites inquiries at sales@8090.ai.

Why it matters

@chamath (posted 2026-05-13 17:37:28+00:00) claims the crux of SaaS is that competitors using the same software makes it hard to differentiate your business.

Key details

  • Chamath asserts AI now lets every company build and use custom software that will 'amplify your edge' and 'increase the distance' between you and competitors.
  • 8090 (@8090_Factory) states they have 'flipped the math' so custom software is no longer more expensive than SaaS and provides sales contact sales@8090.ai.
Source evidence

Why would you let a competitor use the same software you do? That is at the crux of SaaS - it’s hard to differentiate yourself if your tools are the exact same as your competitors.

We are flipping this on its head. AI allows every company to build and use custom software - software that helps you amplify your edge and increases the distance between you and your competitors.

Ping us if you want our help: sales@8090.ai

8090 (@8090_Factory)

Your competitor runs the same software you do.

Building custom used to cost more than the SaaS.

We just flipped that math.

— https://nitter.net/8090_Factory/status/2054099757522473365#m