HN 提问：在 SaaS AI 乱象时代，市场平台是否存在更强的护城河？
1 分•作者: fedupofslop•大约 1 个月前
我的基本意思是：如今软件的生产成本很低，但定制起来却不一定容易。
似乎每个人都在关注分销和资本作为护城河。我们有各种各样的“氛围编码”平台，以及大量接近完成但尚未完全成熟的应用程序。然后，每个人都在试图抓住最后10%的价值并从中获利。
到目前为止，获胜者主要是代理机构，对吧？或者是一些挨家挨户推销定制解决方案的黑客。但让他们头疼的是客户获取、增长黑客之类的花招。我认为那些承诺“一站式智能营销总监”之类的初创公司就是这种现象的体现，而且我个人对它们的实用性尚未完全信服，尽管我非常尊重那些销售“铲子”的创业者。
我不知道是否有人看到了 Outbid.lol，这个在 X（推特）上病毒式传播的付费排名排行榜，它立即催生了一大批模仿者。这让我不禁思考：在软件泛滥的时代，市场是否会比纯软件本身更具防御性？
因为如果代码充裕，那么护城河确实已经转移到了分销端。但也许另一条护城河是让软件变得真正、真正、真正优秀。
如果“粗制滥造”的产品已经完成了90%，那么我们应该努力检测出这些“粗制滥造”的部分，并建立机制让人类介入，捕获那最后的10%的价值。这最终可以帮助经济增长，并且在全球范围内都可能奏效。
所以，我想我的第一个问题是：这个论点有道理吗？我乐于接受批评。
我的第二个问题是：我们能否利用人工智能来预先检测“粗制滥造”的部分，然后将其交给人类来修复？
我已经开始着手这方面的工作了（讽刺的是，现在有点“粗制滥造”，因为它只是一个解释我的论点和问题的更详细的登陆页面），欢迎访问 https://www.dontshipslop.com，我很想听听大家对“软件泛滥时代市场护城河”这个问题的不同看法。
附注：如果任何加密货币领域的朋友愿意教我更多关于市场的信息，我很乐意与你们交流。我认为，引发我提出这个问题的乌托邦式愿景是，通过市场和托管模式来普及软件开发机构的前景诱人。尽管我发现加密货币中一些掠夺性的部分令人讨厌，但从理论上讲，这对于社区或 DAO 来运营是一个很好的用例。
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Basically, what I’m trying to say is: software is cheap to produce now, but not necessarily easy to customize.<p>It seems like everyone is honing in on distribution and capital as the moat. We have all these vibe-coding platforms and a flood of applications that are 90% there but not quite finished. Then everyone is trying to get that last 10% and capture the value there.<p>The people winning so far are mostly agencies, right? Or hackers going door to door and selling custom solutions. But what’s killing them is the shenanigans around customer acquisition, growth hacking and stuff like that. I think startups promising things like 'your agentic CMO in a box' are a symptom of this, and personally not yet fully convinced on their utility, as much respect as I have for many cracked founders selling shovels.<p>I don’t know if anyone saw Outbid.lol, the pay-to-rank leaderboard that just went viral on X and immediately spawned a brigade of copycats, but it made me really think: are marketplaces going to actually be more defensible now than pure software?<p>Because if code is abundant, then yeah, the moat has moved to the distribution side. But maybe the other moat is making software really, really, really good.<p>If slop is 90% good, we should be trying to detect that slop and build ways for humans to step in and capture that last 10% of value. That could help grow the economy, ultimately, and it could work worldwide.<p>So I guess my first question is: does this thesis make any sense? I’m open to critique.<p>And my second question is: can we actually use AI to preemptively detect slop, then hand it off to humans to fix?<p>I’ve started hacking on this (ironically a bit slop right now as it is just a landing page that explains my thesis and question in more detail), feel free to check out https://www.dontshipslop.com and I'd love to hear diverse perspectives on this question re: moat of marketplaces in an era of software slop.<p>P.S If any crypto folks would be open to teaching me more about marketplaces, I'd love to chat. I guess the utopian vision that kicked off this question is the tantalizing prospect of democratizing software development agencies with a marketplace and escrow model, which, as much as I find crypto’s predatory bits annoying, is actually a great use case in theory for a community or DAO to run with.