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by itay-maman
128 days ago
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There's another angle here: in the LLM era, markdown files in a public repo actually are apps. When Google announced free turn-by-turn navigation in 2009, Garmin dropped 16% and TomTom dropped 21% — in a single day[1]. Investors weren't irrational; they recognized Google was giving away for free what others charged $150+ for. Same dynamic here. Haiku/Sonnet/Opus are the hardware, Cowork is the operating system, and those markdown files are the apps. Together they deliver real utility that previously required paid SaaS or billable hours — at near-zero marginal cost. The market's read may have been hasty, but the underlying concern is real. [1] https://www.theverge.com/2015/10/29/9634146/google-MAPS-kill... |
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