The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
Code costs trending to zero won't kill no-code. The cost of verifying, reproducing, and auditing outputs rises at the same time. The two stack as layers rather than competing as alternatives.
The canvas commoditizes, but the builder market explodes. What ends is not the builder — it's the premise that the canvas is where value lives.
The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
Code costs trending to zero won't kill no-code. The cost of verifying, reproducing, and auditing outputs rises at the same time. The two stack as layers rather than competing as alternatives.
The canvas commoditizes, but the builder market explodes. What ends is not the builder — it's the premise that the canvas is where value lives.