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Comment Stick a fork in SaaStr - they're done (Score 1) 29

If most of your business can be replaced with software (AI), then you will not be able to compete anymore. Anyone with spare computing power and electricity is going to be able to do what you already do. And there are countries other than the US that are using government money to fund infrastructure for power, networking, and data centers.

Comment Re:Impressive (Score 1) 172

if you're not scaling, you're not replacing a significant number of ICE semis

And we probably won't replace semi trucks with EVs very quickly. For two reasons I can think of:
First, the lack of charging infrastructure and grid capacity that could handle a 1.2MW charger for a significant number of trucks at say a typical truck stop.
The second is that there's depreciation built into the industry. So most owners will want to squeeze the useful life out of their fleet before replacing them.

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