The Dawn of Infinite Code

The author's central claim is that AI will drive the marginal cost of software toward zero, so that software as a distinct product container fades and only capability remains. The essay compares this to YouTube's 2005 launch, which showed content had become too cheap to meter, and says prompts now produce prototypes that once needed a team and a sprint. It argues that distribution will be handled by algorithms, as TikTok and Spotify already decide what people watch and hear, and that users will reward speed and convenience over transparency. It also predicts that competitive value will move toward compute, personal context and earned trust, with newspapers and CDs cited as earlier containers that gave way.