16 chunks · 13 episodes
Axios: AI vibe-coding apps leak sensitive data The app model requires users to trust the software with their data. That the creator isn't malicious… or naive. That is no longer a good assumption in the world of...
The app model puts a significant damper on leverage from a motivated user. The app model requires the receiver to trust the creator of the code. That was reasonabl...
...it stands on its own! A magic trick. An app store is a load-bearing part of the app model. It could also be temporary scaffolding to get a new negative-friction distribution model going.
The app model requires you to trust the creator of the code. That's not a good assumption in the era of infinite software. Not just that they will not be evil, but...
Apps are great for simplicity but they are a jail for your data. The app model gives us simplicity but also centralization. Your data can't leave, so your use cases must flow to it. The app with the strongest gravity attracts ev...
...if you could generate apps on demand, it still wouldn't fix the problems of the app model.
...zing force at the model layer due to capital costs. 2) That the model layer and app model will be vertically integrated. Both seem likely to be incorrect to me.
...h software that could have access to all of it to generate new insights. In the app model that would be terrifying!
The app model can't do speculative assistance. Speculative assistance is necessary to do anything exploratory, where you don't know what the answer of the service ...
...uality. This model can create user value. But it has a low ceiling, because the app model presumes a privacy and distribution model that makes it: 1) challenging to launch an app speculatively in these kinds of assistive flows Imagine aski...
The app model has no wiggle room. Users being able to use LLMs to jury rig solutions doesn't change anything inside the app model. But outside the app model, being...
...is segregated by origin. An "origin" in the web is essentially a domain. In the app model it's an app. 2) Each origin starts with no data. This is what makes visiting a new origin safe: it has no information on you. A user can choose to im...
The App model is a poor fit for AI. The consumer app model requires services supportable by advertising. But LLMs are too expensive to be supported by advertising....
Everyone else takes the app model for granted. I take AI for granted. The former is a backward looking perspective. The latter is a forward-looking perspective. I have more confidence...
The app model doesn't allow composability. Apps are islands: little monoliths. It's an extension of the web's same-origin model… but without the iframe composition...
Apple is addicted to the app model. They are in the jealous rent-seeking phase of the innovation cycle. This means that there are disruptive moves that Apple is better situated to do t...