Executive Summary
Claude Code represents a paradigm shift in software development that threatens the entire SaaS ecosystem. Noah Breyer, who used LLMs before ChatGPT existed, demonstrates how Claude Code's file system access and Unix command integration creates genuine productivity multiplication—not just assistance. Engineers now manage multiple AI coding sessions simultaneously rather than writing code directly. The critical insight: enterprise software exists primarily as expensive wrappers around databases, s...
Key Investment Opportunity
Short Legacy SaaS with High Feature Bloat
Companies paying for 80% unused functionality will migrate to custom AI-built solutions that solve specific problems better and cheaper
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