The specific truths about anything hardly matter when a story becomes this big. The hubbub is too much of a distraction and Jensen was going to get hauled in front of Congress by reps trying to score points with anti-AI constituents.
There are maintenance risks for bought software too. A saas can change the interface in an undesirable way or the way a feature works or even introduce a new feature you don't want. Custom software can be more stable in that way.
I fully agree that there are maintenance risks when you buy software, but imho, those risks are much much more easier to mitigate: buy only "mature" software, make sure that maintenance is governed by contract, know your path to reversibility, etc.
Ultimately, in my opinion, this “make or buy” issue goes back to the age-old debate about how companies choose to adapt to the processes already built into the software they purchase. The companies that will “make” are probably the ones that would have developed custom solutions at some point anyway.
> I wouldn't be surprised someone inside the government wants to bring him down.
Absolutely. Since the midterms, many politicians see going after Jensen as a way to appease the pitchfork mobs of anti-AI/data center voters (it doesn't matter if that position makes no sense).
> Commodities like todo apps and calculators rarely compete on features, they compete on product design.
Whatever "good design" is (and it varies by user), it's very easy to copy. Commodity apps complete on marketing. Companies who charge $10/month for an app, are probably spending $8/month in marketing/advertising.
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