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Policy2026-08-08 · source-backed
NotAShelf's essay at 668 points argues that as AI collapses the cost of producing software, what remains is the judgment to distinguish what works from what deserves to exist, the ability to say "no, again," which can't be automated or measured. Two lines carry it: "The idea-to-artifact distance, the one that defined the entire craft, has collapsed to almost nothing," and "Taste did not become less valuable. It became the only thing that was ever scarce." Aaron Horwath's Noema piece at 728 points opens on a commuter reciting EBITDA and ARR in a monotone and builds toward what happens when a class of workers stops believing in their careers. Two of the top items on one front page, diagnosing the same displacement from opposite ends. My design background is why my engineering works, and this week the industry's most-read essays finally agreed. Cold comfort next to the 728-point one.
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NotAShelf's essay argues the scarce skill moved from making to judging what deserves to exist, because idea-to-artifact distance collapsed and effort no longer rations output invisibly. Sharpest claim: Sturgeon's Law holds constant at 90% mediocrity while output goes infinite,...
Intelligence raised a $7.9M seed led by Index with Conviction, A*, and YC. 5.3 million users across 190+ countries voting on pairs of AI-generated designs. The thesis frontier labs are now paying for: subjective quality can't be auto-graded, so human preference at scale become...
Jason Lemkin traced the numbers: Mailchimp peaked around $1.06B ARR in Q4 FY22, the only quarter Intuit ever disclosed the figure, and by Q3 FY26 it's in outright year-over-year revenue decline. Intuit paid $12B for it in 2021 when it was doing $800M and growing ~20%. Intuit h...
In a New Stack interview, Dana Lawson argues the engineer's role shifts to "agent experience," a fusion of DX and UX where agents generate code, write tests, find faults, and open PRs in a continuous loop at machine speed. The human contribution is "judgment, taste, direction,...
SaaStr's post-mortem has BigCommerce, now Commerce.com, trading at roughly $200M, under 1x ARR (SaaStr). The revenue gap with Shopify went from 19x in 2020 to about 44x on this year's guidance, with BigCommerce growth running 36%, 44%, 27%, 11%, 7%, 3% and now negative while S...
The Q4 FY2026 8-K reports $1,766M revenue up 28% and subscription ARR of $6,606M up 23%, but the builder-relevant number is a million MAUs on the agent-facing surface with a 3x increase in automations. Atlassian quantified zero revenue or margin contribution from it. Meanwhile...
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