Ask HN: Is it still worth pursuing a software startup?

kept by eddie jan 25

Software startups remain viable if they solve genuine human problems and execute well, as big companies are slow to copy and AI enables faster iteration.

Companies Aren’t Ripping Out Business Software for AI. Here’s What They’re Doing Instead. - WSJ
Large corporations are not replacing core business software with AI, but are using AI to build small custom apps and negotiate better vendor deals.
also on SAP, Salesforce, #enterprise, #business-strategy
Europe Wants to Be Less Reliant on American Tech. Here’s Its Plan.
The European Union outlined a plan to expand its data centers, semiconductors, and cloud computing capabilities to reduce reliance on American tech.
also on SAP
The Teaser Period: Why the AI Boom Is Hitting a Reset Wall
The AI boom mirrors 2008's housing crisis as take-or-pay compute contracts create a 2027-2028 'reset wall' where payments start despite labs' revenue being insufficient to cover obligations.
also on Oracle, #enterprise, OpenAI, Anthropic, #business-strategy
DSHR's Blog: Mind The GAAP Again
Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.
also on Oracle, #enterprise, OpenAI, #business-strategy
Software Is Dead — Long Live Software - by Euclid Ventures
AI will expand the software market rather than kill SaaS, and vertical software with strong data and workflow moats will survive and thrive.
also on Salesforce, #enterprise, OpenAI, #startups, Anthropic, #business-strategy