YES-CODE is here. So where's the SaaS moat in 2026?

I was up late scrolling X when Guillermo Rauch, the CEO of Vercel, dropped a short thread. No hedging. No build-up. Just a one-word verdict. YES-CODE. An entire category of software, “no-code”, was built under the presumption that code is expensive, difficult, and scarce. Coding agents have forever changed the equation. Code is now cheap, easy, and abundant. [1] Within 24 hours, the same conclusion came back from three people who don’t usually agree on anything. ...

June 4, 2026 · 7 min · cuigh

Is the One-Person Company Here? AI Agents Are Turning Founders into Dispatchers

I am increasingly convinced that the real significance of AI agents is not that they are “yet another tool that can chat.” It is that they are quietly changing the smallest unit of work. In the old model, if you wanted to scale what one person could do, the first move was usually to hire someone. Now the first move is often different: break the workflow apart, delegate the automatable pieces to agents, then keep yourself in charge of judgment, coordination, and final review. ...

May 22, 2026 · 7 min · cuigh