Software Is Eating Labor

“Software is eating the world” got a sequel: software is eating labor, as labor becomes software.

Everyone’s staring at the models. The actual bottleneck is verification.

Intelligence is commoditizing. What isn’t: unique, fresh, proprietary data about what the world actually looks like.

That data isn’t just training fuel. It’s what teaches a verifier to separate real work from confident slop.

So AI favors one kind of company: owns a live feed of reality, turns it into labor-as-software, uses that same data to verify the output.

Unique data → verification → scaling.

Skip the middle and you don’t have a business. You have an expensive intern.

Originally published as a thread on X.