gigafucked:
- grammarly
- calendly
- miro
- retool
- webflow
- langchain
- writer
- harvey
- glean
- expedia
- monday
fucked:
- accenture
- intuit
- notion
- jasper
- canva
- alphasense
- postman
- airtable
- talkdesk
- sierra
- zapier
- replit
- solace
probably fucked:
- cursor
- pilot
- clay
- mercor
naively seems fucked but so competent / plugged in they seem to be figuring it out on the fly anyway:
- linear
based off simple assumptions:
- coding agents keep getting better, software keeps getting cheaper and easier to make
- personal agents work and proliferate, ~everyone has access to the equivalent of a competent fulltime PA
- labs increasingly enter the application layer
few of these have anything to do with "companies will just vibecode their own versions of the saas" btw. that's basically just retool. the rest are based on ~local personal agents fundamentally changing the nature of work.
ultrafucked:
- your mom