Peter Thiel says to find a niche. Mary Meeker claims that the era is approaching its end.
The AI world feels different from the SaaS world we had before.
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I read a LinkedIn post this week that felt like dejavu. Duda Bardavid — a non-technical founder, Techstars-backed, MIT — wrote about graduating from Lovable to Claude Code. Not because she wanted to become a developer. Because abstraction hit a ceiling.
Lovable was her entry point into building with AI. It showed her how prompts translate into product decisions. Great stepping stone. But when she moved to VS Code + Claude Code, something shifted. She could see how her product was actually structured. Debug root causes instead of regenerating features. Think in systems.
She’s still non-technical. But now she ships features herself.
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Few weeks ago, I saw Gokul Rajaram — former executive at Square and DoorDash, one of the most respected angel investors in Silicon Valley — post a direct warning to…