Both are however hard and expensive to produce. It's much better for profits to develop and sell the hardware, and copy the software someone else spent resources on.

And now it's all going to become commoditized.

Billion dollar software will be commodity. Salesforce. There are orgs already moving to their own internal tools.

It does not seem hard now to rebuilt Google Search, Google Chrome, Gmail, Gsuite, Netlify, Vercel, Cloudflare, Vimeo, Twilio, or even Stripe. The cost barrier has to have dropped 1000x, maybe 10000x.

We have millions of engineers with the talent to do this. Many of whom are unemployed and have savings and nothing better to do. They could easily carve these markets into pieces.

We shouldn't shut down open weights. It's too late. They'll win, and that's a good thing. Big tech was a thermodynamic bubble of high energy waiting on the dam to burst, and now it has. The genie won't go back into the bottle, and that's totally fine. It's progress.

Now we need to rebuild our factories and supply chains and energy and resource inputs. Because the back half of this revolution is going to be robotics and factory automation. If we don't have the connective tissue in place, we're really going to hurt.

We'll do well if we regrow manufacturing. If we don't, we might be in for a world of trouble.