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Chamath applauds 8090’s Software Factory for unbundling incumbent ISVs, tweeting…

2026-06-10 · 18:12 UTC ·@chamath ·0 min read

Brief

Chamath and Jonathan Kopnick highlight 8090’s Software Factory as a disruptive, agent-driven engineering platform: Kopnick reports engineering teams replaced nearly $5B of vendor market cap by building internal systems with @8090_Factory, and Chamath echoes this on 2026-06-10, writing "$5B deprecated, $5T to go," framing the tool as a catalyst for widespread unbundling of incumbent ISVs.

Why it matters

Chamath applauds 8090’s Software Factory for unbundling incumbent ISVs, tweeting on 2026-06-10 that "$5B deprecated, $5T to go."

Key details

  • Jonathan Kopnick claims engineering teams replaced nearly $5 billion of vendor market cap in one action by building internal systems with @8090_Factory, calling it a glimpse of agent-driven engineering’s future
  • The post frames 8090_Factory as an "unbelievable platform" enabling internal teams to displace third-party vendors and accelerate software consolidation
Source evidence

This is awesome!

It’s great to see 8090’s Software Factory being used to unbundle incumbent ISVs!

$5B deprecated, $5T to go…

Thanks for sharing @jonathankopnick.

jonathan kopnick (@jonathankopnick)

@meettie
engineering teams have replaced nearly $5B worth of market cap vendors in one shot with internal systems built using
@8090Factory

It’s an unbelievable platform and a real looking glass into the future of agent-driven engineering.
@TheOneAndArjun
@chamath

Video

— https://nitter.net/jonathankopnick/status/2064722809377493026#m