Coding agents like Cursor and Claude Code have collapsed software production costs from thousands of dollars to cents per task. The author's thesis: this supply shock will restructure the entire software ecosystem the same way YouTube restructured linear TV. Cable TV peaked at 87% US household penetration and now sits in the low 40s. Software's bundled SaaS model is next.
The analogy is specific and structural, not decorative. Cable survived for decades because production costs kept competitors out. YouTube broke that by making content creation cheap enough for anyone. Coding agents do the same thing to software. The bundle that held cable together was live sports. The question the original piece actually wrestles with is what the equivalent anchor looks like in software, and whether any incumbent category survives the flood.
Read the full piece for the supply-side mechanics. The cord-cutting timeline took roughly a decade to halve cable penetration. The author argues software's version moves faster, and the piece maps which software categories are most exposed first. That breakdown is worth your time.
[READ ORIGINAL →]