Puzzle Exchange / SF / 2026 05 06 No. 04

WILL WE BE OKAY ?

Software is solved. A panel with a therapist, philosopher, and engineer. Are we going to be okay?

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Field note
What "software is solved" actually means.

In late 2025, agentic coding tools crossed a line. A competent developer with Claude Code or Codex could now rebuild a mid market SaaS product in weeks. Differentiation collapsed. The companies most threatened by AI became its most aggressive adopters.

Read the long version: Citrini Research / 2028: A Gradual Information Catastrophe ↗

Software was the wage premium of the last 30 years. The moat just drained. So the panel question is the obvious one: are the people on the other side of that moat going to be okay?

Full panel / 62 minutes Coming soon

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Will we be okay?

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Three takes. Three things you can mess with. One line that closed the room.

01

Host / Moderator

Jenny
Chen

Three months ago I learned to vibe code. It changed my relationship with software completely.

I'm now building everything natively. Skipping the SaaS layer wherever I can. CRM, video editing, social listening, voice assistant, personal finance. Replacing them one by one with code I wrote with an agent.

My token spend / weekly Feb → May 2026

Zero in February. 1.07B last week.

Real data, pulled from my Claude Code logs.

The mood swings are wild. One hour I feel on top of everything. Next hour nothing I'm doing matters, because the bar just moved.

"Is there hope for humanity?"

The question I came in with.

02

Therapist

David
Khalili

VCs are buying therapy session data. The pitch to therapists: free premium software in exchange for access to all client sessions.

How much of your therapy session would you trade for premium software?

0 %

Drag. See what they're actually offering.

David works with queer, kink, poly, immigrant clients. They're the first to get hurt when data leaks.

The strongest trust signal at therapist conferences right now: "we don't take VC or PE money."

03

Philosopher & Engineer

John
Coyle

"Every question of technology is a political question."

He pushed back on the inevitability framing. Same situation. Two ways to read it. Pick one.

AI WILL FOLLOW THE CAPITALISM PLAYBOOK. REPLACE WORKERS. CUT COSTS. DOMINATE EVERYTHING IN ITS PATH. PHYSICS. NOT POLITICS. NOTHING TO DO.

Tech isn't a force of nature. It's people making choices. The pressure to become AI native isn't physics. It's structure. Structure can be changed.

04

Engineer

Rayyan
Zahid

He's running 95% of his communication through agents trained on thousands of hours of his own conversations. When friends ask who's actually writing, the answer is "it's us."

Paragraph 1 of 3

 

Spent 10 billion tokens last month. Felt more relaxed than he has in a year and a half.

Last week's workshop: his agent taught 40 attendees' agents. Creativity now is agents teaching agents.

The moat isn't access to AI. It's the data that trains it to sound like you.

— What we left the room with —

Engineer / Position 01

"The trajectory I see: the state will give people the bare minimum to survive. So we have to nudge it the other way. We have all this AI. We can stop exploiting people."

Rayyan Zahid

Philosopher / Position 02

"AI playing out the capitalism playbook is likely. Not inevitable. People built the structure. People can change the structure. Don't default on inevitability — that's how it becomes real."

John Coyle

Will host more.

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