0·
3 hours agoI’ve been doing a project https://themildtake.com/articles/2026-07-04-a-declaration-of-independence/ ever since Independence Day and I have been shocked by how insane the open-source tooling out there is now. NextCloud and Collabara alone solves 90% of company’s needs. ERPNEXT covers a huge swath in mid-range needs. I combine it with a mailcow server and Authentik for SSO and I am not sure how much else most businesses need. The whole stack is zero cost.
Ok so this is interesting. I am not sure this number is accurate I haven’t fully vetted it. I do this same type of forecasting. Morgan Stanley said for current capex commitments by 2027 4th quarter they needed to be 700 billion in profit. The problem is to meet that number they would need full market saturation and another 3 trillion in capex for build out. That means the entire accessible market would be using AI. They have another problem that more than half the world cannot access AI in its current form. The tooling these companies are using are wasteful and don’t meet the bandwidth needs of mobile first countries. So until the industry adopts things like https://codecai.net/ half the world’s markets are inaccessible. Finally they are under attack from all sides even if they had the money they may not have the ability to build out the AI infrastructure because that build out is becoming untenable for most communities. Even more the open source models and low cost AI are already in someways encroaching quickly on frontier systems. If you look at it right now the only reason you don’t have home AI as a commonplace solution is because the manufacturer has chosen not to sell it to you.