The end of Western Keynesianism will be even bigger than the end of Soviet Communism. - Balaji Srinivasan

AI is amazing for small-TAM custom software.

Indeed, the smaller the market, the more amazing it is. Because small markets typically don’t support the costs of software development.

The public sector is the platform.
The private sector is the apps on that platform.

Here’s a reframe.
AI doesn’t take your job.
AI allows you to do any job.
So a coder can now make films.
And a filmmaker can now write code.
It allows a non-specialist to get started.
But a specialist will be needed for polish.