Model the whole lifecycle
Separate discovery, creation, verification, operation, change, and exit instead of treating generated code as the entire product.
Strategic software analysis
Code is getting cheaper. Owning software is not automatic.
AskVC examines vertical software, AI-assisted development, and the costs that remain after the first version works.
Interrogate the thesis
Keep evidence, assumptions, counterarguments, and disconfirming events visible.
Find what stays scarce
Examine workflow knowledge, trust, distribution, accountable operation, and ownership when code becomes abundant.
Latest guidance
Recently published
software-economics
Cheap Code Does Not Settle the Vertical SaaS Moat Question
A value-chain test for deciding whether AI-generated code destroys a vertical SaaS advantage or exposes where the real moat lives.
software-economics
Does Cheaper Implementation Shift Value to Operation?
Use reported software-company cost categories to test where value may move when implementation gets cheaper without confusing cost, value, or causation.
software-economics
Does AI Make Custom Software Cheaper to Own?
A lifecycle cost model for evaluating whether AI-assisted development reduces the total cost of owning custom business software.
Publishing next
The first reporting tracks
- The lifecycle economics of AI-built software
- When a narrow workflow supports a product but not a venture
- Customer-cloud software as a business model
- What accountable operation is worth
About this publication
Analysis with assumptions you can challenge.
AskVC publishes evidence-based strategic analysis for investors, founders, and operators. Research distinguishes observed evidence from interpretation and records what would change a conclusion.