Many orders of magnitude

People struggle to really understand order-of-magnitude changes. Exponentials make this worse, because their growth is so sneaky. Frontier models are on a 4-month doubling cycle, so nearly an order of magnitude per year. In a world of order-of-magnitude capability growth per year, is the billion-dollar loss of the SaaS-pocalypse enough of a correction?

A recent All-In podcast goes into this as well. Jason Calacanis conducts the interview, but the entire All-In crew is aware of the impact of this scale of technology change. Chamath invented modern growth engineering to take advantage of the order-of-magnitude decreases in discovery and communication costs driven by early Facebook.

What becomes possible when coding is that cheap? What used to be the world of specialized transpilation tooling, research, and math becomes an agentic loop.

• Want to change languages for security, performance, or safety reasons? Just kick off an agentic rebuild.
• Supply chain fears? Build a tech island.
• The untouchable component, foundation, or subsystem? Rebuild it as many times as you need!

The organizations that really grok this, that are building their infra, tooling, and customer relations around the drop in costs, are going to be fearless.