The Road Runner Economy — AI is About to One-Shot the SaaS Industry

The software industry is undergoing a phase transition where the vast majority of commercial software becomes instantly replicable by any competent team with access to frontier AI models. Companies appear healthy but are unknowingly obsolete — the Wile E. Coyote sprinting off a cliff. Raford builds this argument from personal experience: with zero prior coding experience, he built nine substantial software projects in a matter of weeks. The watershed was Christmas 2025, driven by Claude Code, holiday experimentation time, and network effects among curious builders. The core economic inversion: enterprise software that cost $150-300/user/month can now be generated for $50-100 total/month. Raford coins "one shat" as the past tense of one-shotting a company. He refuses standard reassurance — honest technologists privately wonder if they're witnessing a phase transition in human economic organization itself.

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