Bearing a whole bunch of assumptions, these are some implications I've been collecting & exploring. There's more to add for sure — holler if you've got any — and I intend to add some commentary at some point. We'll see.

Independent tinkerers

↑ Ease of a low-tech savvy individual making their own tools

↓ Cost of a low-tech savvy individual making various tools they need to do their job

↑ People making what they, and only they, need to do a job in a way that’s uniquely suited to them

Jump starting upstarts

↓ Risk of starting something new

↓ Initial cost of starting something new

↓ Cost of distribution

↓ Need to learn distribution tools

↓ Amount of overhead to grow a company

↓ Risk of growing something new

↓ Risk of shutting down underperforming concepts

↑ Other concepts going after the same space

Small markets multiplied

↑ Breadth of distribution of dollars spent on others’ software - when users buy software, it’s from a broader range of smaller builders

↑ Affordability of software

↓ Risk of buying a piece of software

↑ Number of independent software buyers

↑ Overall serviceable/obtainable market size

SaaS behemoth dynamics

↓ Number of large, genericized software applications

↓ Number of massive enterprises built around large, genericized software tools

↑ Size of a few foundational platforms that enable a broad range of tools and flexibility

Funding

↓ Size of funding rounds necessary to reach critical mass

↑ Number of projects funded per fund

↓ Patience for performance

↓ Follow-on rounds

Enterprise experience fragmentation

↑ Investment in core technology vendor (as a function of usage & tokens, not just seats)

↓ Number of point-solution tools

↑ Number of individual-level experience variations