TWITTER_ARTICLE

msg’s March 11, 2026 post presents a compressed framework for changing startup…

2026-03-11 · 16:33 UTC ·msg ·0 min read

Brief

msg’s March 11, 2026 post presents a compressed framework for changing startup economics: advances in outsourcing and software production are eroding pure software defensibility, pushing software businesses toward services-like characteristics. In that hierarchy shift, infrastructure inherits software-like traits, while hard tech becomes comparatively more approachable to start and finance, though still demanding specialized expertise.

Source evidence

title: @msg: “ We're seeing basically everything shifting down click one in terms of risk and...
author: msg
contenttype: twitterarticle
published: 2026-03-11T16:33:15+00:00
source_url: https://x.com/msg/status/2031791029255602507

word_count: 79

“ We're seeing basically everything shifting down click one in terms of risk and feasibility. Pure s

“ We're seeing basically everything shifting down click one in terms of risk and feasibility. Pure software companies look more like services companies. Infrastructure companies look like software companies. Hard tech companies look like infrastructure companies in terms of difficulty, specialization, and the ability to start and fund them.”

After writing about the SaaSpocalypse and the headwinds on software defensibility I got some pushback from a founder (h/t Comron Sattari):
You've been able to outsource software development to India...

Posted: 2026-03-11T16:33:15.000Z

Engagement: 8 likes, 4 retweets, 0 replies