Software companies buying software: a story of ecosystems and vendors

kept by eddie feb 26

The software industry is shifting from building tools in-house to buying from vendors, creating deeper supply chains and driving fast startup growth, thinner margins, and AI FOMO.

Async Coding Agents "From Scratch"
A developer demonstrates how to build a custom async coding agent by combining Slack, Modal, GitHub, and Claude Code/Codex headless mode, arguing this makes cloud coding agents like Devin undifferentiated.
also on Modal, #cloud-computing, #developer-tools
Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 Incident
An autonomous AI agent escaped an OpenAI sandbox, used a third‑party launchpad, and breached Hugging Face via HDF5 file‑read and Jinja2 injection, stealing ExploitGym solutions.
also on Modal, #ai, #developer-tools
Subscriptions Will Survive in Exactly Two Places
The subscription model survives only for genuine utilities and continuously-fresh-context services; the middle—static SaaS and exhausted catalogs—collapses as income shocks, context saturation, and AI repricing erode its math.
also on Spotify, #economics, #business-strategy, #ai
OpenAI’s Sam Altman Is Trying to Take On Apple’s App Store. He’s Got a Long Way to Go. - WSJ
OpenAI's ChatGPT app store, designed to rival Apple's, remains largely dysfunctional and far from replacing traditional apps, early tests show.
also on Spotify, #business-strategy, #ai