Reddit Posts
Mentions
Special shoutout to Sable offshore for their tremendous bravery at the lunch outing, their ticker is SOC if you're not familiar with them but they're great people, wonderful, beautiful, big dicked people 🤲
Actually, I believe he is greedy and power-hungry at all costs. You do not need to be “smart” but actually stupid and crazy to do what he did to knowingly create this demand. Check out his statements about $SOC; I believe he knew what he was doing. I traded off it too but was hoping to lose because I thought he would come to his senses as a human being.
Another growing bull case is that California is rapidly running out of jet fuel because of the Iran war. If Claude's math is to be believed, refining 75% of SOC's oil production into jet fuel is enough to cover ~15% of California's jet fuel demand per day keeping ~300 planes from being grounded.
super interesting. from my POV it all depends on the SOC 2 Type 2 Report that is missing. If they verify what DeFi claims it will skyrocket
Please build a calendly alternative in a single morning. Remember to include - API integration across Google Calendar, Microsoft Graph, and Apple CalDAV — three separate protocols, three separate auth flows, three separate deprecation cycles you don’t control - Bi-directional sync with real-time conflict detection across all three simultaneously, accounting for propagation delays where a booked event hasn’t yet appeared in the calendar API - Distributed concurrency control so two people hitting the same open slot at the same millisecond don’t both get a confirmation email - Booking atomically touches Postgres, Redis, a job queue, a calendar API, a video conferencing API, and an email provider — partial failure at any step leaves corrupted state - Timezone resolution across every UTC offset on Earth including half-hour zones, DST transitions, and governments that change their DST rules with weeks of notice - Availability logic that simultaneously enforces buffer times, minimum notice windows, maximum advance booking, daily meeting caps, per-day custom hours, and date-specific overrides without any combination breaking - Round-robin assignment with fairness weighting, capacity limits, and account ownership routing that stays correct across cancellations, no-shows, and reschedules - An embeddable widget that runs sandboxed inside iframes on customer websites - Zoom, Teams, and Meet auto-link generation with unique credentials per meeting - Stripe integration with refund logic, failed payment handling, and no ambiguous confirmed/unconfirmed booking state - Salesforce and HubSpot sync that logs meetings on their API versioning schedule - Webhook delivery with retry queues, exponential backoff, dead letter queues, and idempotent replay - Reminder sequences that are atomically cancelled when a meeting is cancelled 30 minutes before the job fires, across a distributed queue - GDPR deletion covering your primary DB, backups, analytics, third-party logs, and audit trails - SOC 2 Type II continuous evidence collection, access reviews, and incident response
I look at the memes here and then decide if they are regarded or not after googling the company. I'll "yolo" on penny stocks with the change left over from bigger transactions. $RKLB, $TDY, $ADM, $SOC, and well timed $TSLQ are ones that did well for me. Also $SLV with good timing and $IAU. Recently $WMT, $CVX, and $CSTC
$SOC Begins sales https://sableoffshore.com/news/news-details/2026/Sable-Offshore-Corp--Begins-Oil-Sales-from-the-Santa-Ynez-Pipeline-System/default.aspx
Am I regarded or retarded for holding SOC for the same reason?
Curious what your guys take us on Sable Offshore in CA pipeline forced to open and its stock. SOC
SOC $17 calls expiring may 1. SOC deez nuts riding up up and away
My portfolio is making loads with oil stocks $SOC
SOC was just on fox news and there stock is climbing ..Almost 1.00 while I was watching the news..lol
I am not expert, sorry. But, check this: iPath’s key security differentiator is that every agent runs as an identity‑bound actorinside the same RBAC and folder permissions already used for people and RPA robots, so there’s no “shadow access.” All AI traffic also goes through a central AI Trust Layer that enforces encryption, data‑privacy rules, and blocks enterprise data from being used to train external models. UiPath’s “official‑level” security edge is that it is the first enterprise platform certified AIUC‑1 for AI agent security, a dedicated standard that tests agents under real attack conditions (jailbreaks, prompt injection, hallucinations, unsafe tool use, etc.) via independent quarterly audits. On top of that, the underpinning Automation Cloud / Orchestrator already holds HITRUST r2, SOC 2 Type 2, ISO 27001/17001, and ISO 42001, which most other agent orchestrators don’t yet bundle around agentic‑automation at the same level...
"Make this app SOC2 compliant. No mistakes" - Delve's entire business plan
Last year there were tons of posts about SOC. Now I see nothing and this seems like the exact situation that would make them pump. What am I missing.
SOC is interesting if you can stomach the Cali legal battle... $1B in revenue anticipated this year with the pipelines running again. $2B market cap.
sounds like you hit the jackpot with $SOC! i’ve been eyeing oil plays too, and your breakdown is super solid. that $35 target seems pretty achievable, especially with the DPA in play. i mean, with that short interest, you could be looking at a wild ride if they really have to cover. just curious, have you considered any potential risks or how this plays out if the oil market takes a dive? would love to hear your thoughts!
\> **The Setup** A year ago, I dug into a 13(f) filing from one of the few investors I actually respect and found a massive value play: **$SOC (Sable Offshore Corp)**. Phil Mickelson? LMAO
Ceasefire? Lol You bombed a school. Only america tolerates the killing of its children en masse This war will be as long as it takes for America to capitulate. Oil is going to be very expensive all year Bankruptcies will be numerous Im thinking green energy (GEV, BEPC), solar(FSLR) and usa based crude producer like SOC maybe could suddenly rip Warfare companies will go up, uncle sam is spending billions on missiles to blow up huts And orobaly drone and counter drone companies will be picked up by the usa and suddenly 100x Ibjust wish I knew more drones companies... Im not convinced about RCAT Outside of usa I'm buying euad again, if America has all its toys blown up the eurokids will have to make their own Everything else is going to shit
I remember looking into $SOC a while back. The regulatory hurdles seemed like such a big risk, but congrats on the foresight! Might have to do some more DD myself now. What's your exit strategy?
Looks like SOC finally heard they were pumping oil through the pipelines again… thing moved zero on that news
SOC can’t seem to keep the pumpage, constantly giving it back
It’s a buy the dip on EONR and SOC kinda day.
$SOC 8k dropped this morning. Oil is flowing west coast gang! 22% of float is short \~7days to cover. She's going to moooooooooooon
$SOC has huge squeze potential with asset filled in capability
Union Square Park Capital Management LLC acquired a new position in Sable Offshore Corp. (NYSE:SOC - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 136,500 shares of the company's stock, valued at approximately $2,383,000. Sable Offshore comprises about 0.9% of Union Square Park Capital Management LLC's investment portfolio, making the stock its 25th largest position. Union Square Park Capital Management LLC owned about 0.14% of Sable Offshore as of its most recent SEC filing.
Buying some SOC (sable offshore) . Not much but a little a seeing what happens over the next 6 months
SOC trade nights or just days?
$SOC based on the new order to start pumping oil and over 40% short interest that wasn't expecting that order
What do you think of $SOC? Trump gave them approval Friday to start pumping oil again, located off the Cali coast?
Dont need account to read the crap there. The more convinced an "analysis" there, higher the chance that it's exit trap. By the way, where was this analysis when SOC was $8 just 2 weeks ago??
We are getting off track. Respectfully. SOC was never a desert driller. They offer California oil just like any other California producer and the federal government identified them as having oil valuable to secure national interests and provide stable, affordable, domestic, and reliable oil to meet national needs. It was specifically identified that it would help alleviate California's reliance on foreign oil. The oil and gas experts that made this decision to identify SOC specifically and no other company, those are the experts in this area. I would rely on their judgment. The company has always been valued based on being a California oil producer, and the order now makes them a viable producer that is live which has been the hope of the company and the stock since it's inception. Best of luck
You sound bitter. Sorry for \*your\* experience. I bought Sable when it was the $10 Flame SPAC and sold at $28 last August when it became obvious that OSFM wasn't going to deliver a permit. It wasn't until December that OSFM acknowledged it. SOC was one of my best investments, not because of the 180% gain, but because of how much money I put into it. Oil is flowing to Pentland before Monday. Good luck to all longs!
SOC BRN YGRAF EONR -it's the black gold moment
This is one of my better plays. Since the DD here about a year ago I have been in this, sometimes bagholding sometimes swingtrading. Made some good returns on the puts right around the time they received the notice that they were NOT allowed to drill. Slowly positioned out of my calls before that and bought more lottery calls at the bottom. I was gonna buy some puts at these prices 17/18$ since this whole situation could be a nail in SOCs coffin if it doesn’t work out. Luckily for this one particular play, 🥭 went full regard and created a situation in which oil prices are very high and gives SOC the permission to drill. For anyone wanting to jump in, assess for yourself whether this is a viable play at this price. SOC has a lot of extra liabilities due to lawsuits and this operation taking so long. Short term it should still rip into the low to mid twenties, just from past movements.
They already have dilution chambered and ready to fire off. I ran this post through my AI assistant and then had it do an analysis of its finacials and possibility of dilution. Company had zero revenue last year and loans due in the next 90 days. Here is what it says regarding dilution: "3. Dilution Risk: How Likely is a "Pump and Dump"? The risk of dilution on a price spike is High to Certain. The $250M ATM: $SOC already has an active "At-The-Market" (ATM) offering facility. Management has shown they are not afraid to pull the trigger; they issued $545 million in new stock in 2025 alone. The Warrant Overhang: There are millions of warrants ($SOC.W) with an exercise price of $11.50. With the stock at ~$17, these are "in the money." If warrant holders exercise, it dilutes your position but adds cash to the company's balance sheet. The Refinancing Requirement: To pay off the Exxon loan in 90 days, $SOC must either refinance with a bank (hard to do with zero current revenue) or raise massive amounts of equity. A "pump" to $25-$30 would be the perfect window for management to dump 20-30 million new shares to pay down debt." If retail pumps this, it is certain they (and most likely OP since they're trying to draw liquidity) will dump. They basically HAVE to. If you're gonna get in, better be comfortable with being in the red for some amount of time.
Can you give an honest appraisal on $SOC ? oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. Already up 10% after hours , price target of $29 from Jeffries provided legal case goes their way which happened today. Can you tell me whether I’ve been pumped full of hope please?
Rub away the earlier assumptions for a moment. Most of the selling happened while people were waiting for the signature. During the session nothing had been formally signed yet, so traders assumed the worst and sold first. The move during the day was largely that uncertainty being priced in. Another widely circulated idea was that California would immediately seek a preliminary injunction even after invocation of the Defense Production Act. That could theoretically happen, but it becomes far more complicated once operations are tied to federal emergency authority. Operationally the constraint was never the rigs themselves. The rigs can fire at any time; the bottleneck was logistics: • Storage had filled up • Pipelines remained politically difficult to reopen • Production therefore could not meaningfully increase Now the framework shifts with the Strategic Petroleum Reserve release combined with the DPA authority. In that configuration the company is not just protected from certain regulatory interruptions; if production is mandated and capacity exists, failure to produce could actually create legal exposure. The expectation circulating among traders is: • Roughly 500k barrels from storage sold this week • All three rigs operational by week-end • Production ramp following immediately after With roughly 46% short interest, the setup becomes less about the legal debate and more about positioning. If the operational ramp materializes, it is difficult to construct a scenario where Sable Offshore Corp. ($SOC) remains below ~$40 for long. With that level of short exposure, a squeeze scenario toward $50 is not implausible. In short: the drop looked dramatic during the day, but it was largely pre-confirmation panic rather than a change in the underlying operational trajectory.
$SOC is the only play this week - oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. Already up 10% after hours , Google it if you don’t believe me - price target of $29 from Jeffries provided legal case goes their way (IT DID - TODAY).This is the play of the war! Search out the DD in WSB! $SOC $SOC $SOC
$SOC is the only play this week - oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. This is the play of the war! Search out the DD in WSB
For anyone that’s interested, $SOC is up nearly 10% after hours.. this one could really go regards
Don't forget the news item Friday AM that empowered shorts. The courts ordered all documents and correspondence pertaining to the conversations and agreements between SOC and the government with respect to invoking the civil war era action to be sent for scrutiny. The shorts dumped the stick but it got held up intraday with the Trump actions coming in the AH on a weekend where the judiciary don't work. Got em them bear good.
Watching $SOC based on the new oil order by President Trump and the secretary...
Can still buy $SOC after hours, going to squeeze way more Monday
SOC making the admin $$$ with the latest executive order. Good luck 🅱️ag holders!
$SOC bag hokders rejoice! Anyway heres the text President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. WATCH: President Donald Trump said he didn’t believe Iran was laying mines in the Strait of Hormuz and repeated his suggestion that the war would end soon. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year. The planned order comes as Trump faces heavy political pressure to tackle rising fuel prices ahead of the November midterm elections, which will be decided in large part by Americans’ attitudes toward the cost of living. A White House official said that any policy announcement would come directly from the president. Sable didn’t immediately respond to a request for comment. California relies heavily on foreign crude — which made up about 61% of the oil used by its refineries last year. Roughly 30% of the state’s foreign oil supplies require passage through the Strait of Hormuz, a key Gulf shipping corridor that’s all but paralyzed by the Mideast war. That disruption has caused a spike in the price of oil — as well as the gasoline and diesel made from it — obliterating an economic success story Trump had been telling to voters. Trump has sought in recent days to assuage concerns about higher oil and gasoline prices, threatening “harder” bombing on Iran if the country disrupted crude flows and promising US government-backed reinsurance as well as Naval escorts to encourage the restart of tanker traffic through the Strait of Hormuz. Those oil relief measures have yet to materialize. Although the US International Development Finance Corp. said it is deploying maritime reinsurance “on a rolling basis,” there’s no indication tankers have yet transited the strait with that support — or a US Navy escort. The International Energy Agency on Wednesday agreed to its largest-ever release of emergency oil reserves as governments try to contain the price surge. It’s unclear whether the action targeting California — which was being pursued even before the US and Israel launched strikes on Iran — would offer much immediate relief. Sable has said its offshore wells could swiftly pump 45,000 to 55,000 barrels per day of crude once restarted, with production climbing to as much as 60,000 barrels per day by the end of the decade. That’s a drop in the bucket compared to US petroleum demand totaling more than 20 million barrels per day — as well as the estimated 15 million more now being kept from the world market by the Hormuz closure. Still, the effort dovetails with Trump’s longstanding domestic oil and gas priorities, including a vision of American energy dominance and geopolitical might driven by record US output. Sable has sought to resume significant production from platforms near the Santa Barbara coast, tapping hundred of millions of barrels of crude deep below the sea floor. But its plans have been stymied by California regulators’ opposition to reopening the so-called Santa Ynez complex of pipelines needed to funnel the crude onshore and on to area refineries. Read more: US INSIGHT: Rising Oil Prices Hit Red State Consumers Harder Sable Chief Executive Officer Jim Flores had held out the possibility of using tanker ships to haul the crude away to other markets, even as he appealed to the Trump administration for help gaining approval to use the pipelines instead. They’ve been essentially offline since a Plains All American pipeline burst in 2015, staining beaches and provoking alarm from regulators, environmentalists and local residents. Trump’s order was foreshadowed by a Justice Department legal opinion last week asserting that invoking the Defense Production Act would override state-level permitting barriers and portions of a federal consent decree. The law allows presidents to authorize a suite of actions to bolster US national defense capabilities, including by directing private-sector companies to expand production of critical industrial materials. Trump already set the stage for using the DPA to increase domestic oil and gas supplies on his first day back in the White House, when he declared a national emergency tied to US energy supply and infrastructure. The directive said the country faced an “extraordinary threat” from insufficient energy production, transportation and refining capacity. Resumed Sable production could help supply California, where motorists shoulder some of the highest pump prices in the nation because of stiff environmental rules, bespoke fuel formulations and high taxes. That dynamic has been compounded by the closure of two refineries in the last six months. ‘Lower Prices’ California has the “largest consumption of transportation fuels” of any US state and is “most vulnerable to international price shocks, and that’s all because of policies that state has put in place,” Interior Secretary Doug Burgum said in an interview with Bloomberg News last week. “If we invoke the Defense Production Act, that is for the benefit of the people in California — it’s for them to pay lower prices for gas at the pump.” New production at Sable’s facilities would mark a significant boost to California’s oil production. The state’s onshore oil fields have been in a 40-year decline, producing just 246,000 barrels a day in late-2025 compared to over a million barrels daily in the early 1980s. Trump’s maneuver could roil the already fraught energy politics in California, where Governor Gavin Newsom has sought some rapprochement with the oil industry, after years of state policies that refiners said increased operating costs and led to closures. Newsom last year enacted legislation aimed at bolstering oil production in California, a move seen helping to moderate his approach to energy production before a possible presidential bid. Further complicating matters for Sable, federal investigators have scrutinized the company’s handling of sensitive information. In a filing earlier this year, the company said it had received subpoenas from the US Attorney’s Office for the Southern District of New York and the Securities and Exchange Commission, following a report from Hunterbrook Media that it had selectively disclosed information to investors, including pro golfer Phil Mickelson. Mickelson has denied wrongdoing and called the report “slanderous.”
I knew I should have got back into SOC when it got 10
Premarket Watchlist : **$EONR** **$TPET** **$TMDE** **$TILY** **$CDXS** Positioning for the California PRs : $WTI $SOC $TALO https://preview.redd.it/di3dsw7vljog1.jpeg?width=1320&format=pjpg&auto=webp&s=442a343dbe95f0984e9c992dd98ae49701c99315
Made some money on SOC. Unfortunately, my CC's got blown by so some profit is going to be left on the table.
If he’s going to leverage the DPA for $SOC, it might be worth looking at TMC too. !banbet TMC +10% 50h
This was 2 hours ago. Look at SOC.
Would $SOC benefit from this? Not much an oil guy, but I am willing to take a bet.
I’m holding EONR… I really don’t love a lot of other plays. MOBX and ANNA could do something but their lack of revenue is sketchy. I like SOC but it’s not a penny stock. And I like AVGO but it’s far from a penny
AVGO the only tech left worth buying… oil penny play EONR, oil/orang man play SOC
EONR and SOC are the plays
Another oil play, but not a penny stock, is SOC.
SOC gonna takeoff as soon as this pipeline turns on. https://www.independent.com/2026/03/05/trump-poised-to-preempt-state-authority-to-allow-sable-to-restart-offshore-oil-production-in-santa-barbara-county/
Here’s a curve ball… I love EONR… TPET sketches me out… but SOC… 50k barrels of heavy crude waiting on a pipeline permit approval… and Trump Admin using the Iran conflict to do it… https://www.independent.com/2026/03/05/trump-poised-to-preempt-state-authority-to-allow-sable-to-restart-offshore-oil-production-in-santa-barbara-county/
Can’t argue with that port performance much… never been into dividend stocks but ET seems to be Benifits g from all this energy crunching going on. And a solid Dvnd. REI is interesting… seems like EONR but bigger. More debt than I would like but they’ve done a lot of acquisitions and have a much larger footprint so I guess that makes sense. RIG is on a run. If you like them, look into SOC. They have their own controversy as well but American heavy crude off the cali coast
$SOC carrying my portfolio on its back, and even making up for the massive losses from my ODTE’s spy calls
My SOC play FINALLY paying off.
Did SOC strike oil or something? Why am I seeing them in profit for me?
Looking at SOC right now as well . What’s your take on this ?
Selling OTM $SOC 0DTE puts with a 600% IV
Anyone know why SOC tanked and was halted?
WTF is happening with SOC 😭😭😭
Exactly. Also the idea that some backyard vibe coder is going to write a cheaper Salesforce etc completely misses the years of integration into all business processes, the fact these vendors spend a fortune on compliance and certification that other companies expect such is ISO27001, SOC2, HIPAA, etc. I’m just so shocked at how many clearly believe it given the market. Has meant a great buying opportunity though, so thanks dumbasses!
this is the most upvoted comment and it literally says nothing. "nobody knows" gets upvotes because it flatters everyone into thinking the question is unanswerable, when it absolutely isn't. here's what we actually know: AI is very good at pattern recognition and code generation. cybersecurity is fundamentally an adversarial game where the attack surface changes daily. you can't just "AI replace" a SOC team any more than you can AI replace a detective - the whole job is dealing with novel situations that by definition weren't in the training data. SaaS is different. a lot of SaaS is glorified CRUD apps with a subscription model. *that* is genuinely threatened because the barrier to building a basic web app just dropped from "hire 5 devs" to "talk to claude for an afternoon." but enterprise SaaS with deep integrations and compliance requirements? good luck replacing Workday with a chatbot. the market is treating all software as one trade and that's where the opportunity is.
Advanced cybersecurity professional here. AI isn't likely to eliminate cybersecurity, but it will definitely change it. It's likely that some functions will be taken over by AI, like lower level SOC analysts who watch a SIEM all day. Or the folks making detection signatures for the SIEM. This process has already been occurring even without AI, allowing the software to automatically take action on common/easy tickets... But it's definitely introducing an attack surface all its own. Exploiting the AI itself, etc. So I expect the job roles for analysts will continue to change, as well as all the support roles included in your typical SOC. From an investor standpoint, expect turbulence. Its a fast moving field that only looks to be speeding up even more.
GPT vibed up a SOC2 report and a certificate of insurance.
That is 100% the right question to ask. The reason it’s legit is that it doesn't actually 'see' or 'store' your login credentials. It uses **SnapTrade** and **Yodlee** to sync the data. These are the same SOC2-compliant integration partners used by massive financial apps like **Chase, Citi, and Mint** to handle bank-grade data transfers ( I found this info here: [https://trust.11th.com/](https://trust.11th.com/) Basically, you log in through your broker’s own portal, and they just pass a read-only 'token' of your trade history to the auditor so it can match your shares against the court's formula. I used it because I’d rather use a secure fintech tool than mail a paper form with my full Social Security number and physical trade confirms to a random court annex in another state. But if you’re still worried, you can always go the manual route through the official court administrator—just make sure you file before the deadline.
I work for a company that provides custom software services for large businesses, as well as implementing enterprise platforms with all the governance / compliance etc and find AI applicability is an emotional rollercoaster. Some weeks I am all in, other's I think it's just a load of hype. The answer is probably somewhere in the middle. If you break business applications into the pace layer (Systems of Record, Systems of Differentiation and Systems of Innovation) I think the immediate AI threat to SaaS is in Systems of Differentiation. This is where businesses may require higher levels of customisation and generally these days our customers want to avoid over-customising a saas product to get what they need. Leads to increased costs, technical debt etc. There's an increasingly popular argument to say that taking a more custom approach will get them exactly what they want, and now with code gen, you can do it cheaper than you could two years ago. The big AI players are investing a huge amount of money into features that become the scaffolding for these AI tools, and their output. Just last week OpenAI came out with Frontier for agentic management (although agents in business operations still don't work), and in their pitch it talks specifically around governance and security. I don't think it's unreasonable to think that in the future, if you develop an enterprise solution on these tools such as Claude code, that they can get into production with certifications such as SOC2 compliance etc. There's a race on to collapse the whole software development lifecycle, and whilst it's focused on code gen at the moment, the rest of it will be built out over a period of time. We should be able to get into a room with our customers, and have an AI lead a requirements gathering session that creates userstories, designs etc, that then builds an app, and goes through refinement (with human in the loop). Our time and materials engagement business models are under threat as a service provider. A few other comments. When we design and implement custom solutions for internal business operations we generally think of the solutions from an automation first point of view. The user experience is really to handle exceptions and the objective is to automate and integrate the workflows. A lot of SaaS products require heavy human interaction. There's a clear focus within the big AI companies to have their UI as the core experience for all workers, with systems of record, modern data platforms etc all hooked up with logic underneath to trigger workflows etc. There's a lot to consider and take on and we can't really see that far into the future, but we do know our service model is at threat, and we might need to pivot to introducing things like application management as a service, or value based pricing.
Earlier this week we eliminated $300k ish of yearly software expenses. This is for a design simulation tool. It took about 20 hours and was honestly done as a test. We had one of the RF engineers do the coding as an experiment to see how well someone who wasn't a dev could do with Opus 4.6. I had to review some of his work, and there will probably be another week of dev before its production deployable. The week Opus 4.6 released I (an experienced dev) replaced our CMMC compliance software over a weekend. Again, it started as me fucking around, not a real planned out effort. Ended up with a much better system than what we had before. Burned 300 million tokens and have a truly unbelievable system that does exactly what I want the way I want. $50k/ yearly expense gone. I don't think the big EPR system vendors are at risk yet... give it a few years and they probably will be. One of the most annoying things about enterprise software is that you have to change your business to operate how the software wants to work. Imagine a future where the software conforms to exactly how a company wants/needs to operate. New industries will form to help validate that software generated by AI is SOC or whatever certification is required compliant. If I was a SaaS company, I would be fucking terrified right now. Hell, I'm terrified in general. Opus 4.6 is scary as hell.
Most of the effort and cost in building a saas business is not in the development of the actual product i.e. writing code. Our costs and complexity in our business absolutely skyrocketed when we decided to become SOC2 compliant to land large enterprise fish, for example. Now AI has made maintaining our compliance easier, but it is still a massive barrier that not just any tom dick and harry will be able to easily overcome just because they can develop more quickly.
I take that argument and I largely agree. One trick ponies like Figma, Monday.com, etc will be slowly replaced as AI gets better and better. And AI will get better. However, companies selling primarily to enterprises, requiring SOC2 compliance standards, federal authorization, etc will not be replaced. In fact, seat based pricing model will continue alongside perhaps usage based model.
I’ll let Gemini explain why you’re wrong. 😊 This whole argument is built on massive blind spots and a few convenient strawmen. The author fundamentally misunderstands *how* AI threatens the SaaS business model. Here is exactly where the logic falls apart: ### The SMB Delusion Calling SMB revenue a "rounding error" is completely out of touch with reality. Massive tech companies—Shopify, HubSpot, Intuit, Atlassian, Mailchimp—are built almost entirely on the backs of small and medium-sized businesses. Even for enterprise behemoths like Microsoft or Salesforce, the mid-market and SMB tiers are huge revenue drivers. If AI gives smaller businesses the ability to spin up cheap, automated micro-tools instead of paying for subscriptions, a massive chunk of the SaaS sector's total market cap goes up in smoke. ### The "Vibe Coding" Strawman The author sets up a false dichotomy: either an enterprise buys a massive SaaS platform, or their CEO tries to build a custom CRM over the weekend using a prompt. That’s not the actual threat. The real threat is the hyper-efficiency of internal engineering. Enterprises already have dev teams. If AI makes those internal developers 10x or 100x more productive, the "build vs. buy" math changes instantly. A bank doesn't need to rely on a hallucinating AI agent; their own security-cleared, SOC2-compliant dev team can just build and maintain the necessary tools in a fraction of the time and cost it used to take. They don't need to outsource the complexity if AI just automated the complexity. ### The Seat-Based Death Spiral This is the most glaring logical flaw in the essay. The author points to OpenAI and Anthropic charging $25–$30 a seat as proof the model is fine, completely ignoring that their real enterprise scale is built on API consumption (charging for compute/tokens), not user seats. More importantly, traditional SaaS is a tax on human headcount. You pay per seat for Salesforce, Zendesk, or Slack. If an enterprise uses AI agents to automate 80% of its customer support, they don't need 100 Zendesk licenses anymore—they need 20. The AI doesn't need a software license. The SaaS vendor's revenue collapses, even if the enterprise technically never stops using the product. ### Margin Compression SaaS companies have historically justified their massive recurring fees because building reliable, secure software from scratch was historically incredibly hard and expensive. AI lowers the barrier to entry to the floor. When building software becomes cheap, margins compress. Why pay an incumbent vendor $500k a year for project management software when a hungry new startup can use AI to build the exact same secure, HIPAA-compliant tool and undercut them by 80%? **The Bottom Line:** Wall Street isn't worried that global banks are going to start "vibe coding." They're worried that AI destroys the pricing power, the defensive moats, and the human-headcount-growth loops that made SaaS a cash cow in the first place.
just had this conversation with our CEO. "why aren't you guys moving faster due to vibe coding like all the articles I am reading" (I am paraphrasing) at which point I describe to him I wish I had time to vibe code in between support, helping sales, working with product, working with our auditors for SOC2, teaching people how to login to snowflake, etc ... I keep telling them coding is the easy part that I don't get to do because they laid everyone else off.
Conjecture. Here’s what Gemini had to say about TRI’s ability to protect their moat of Westlaw with CoCounsel and Westlaw Precision against Claude — 1. The "Verified Content" Moat The biggest weakness of a general LLM like Claude is hallucination—it can confidently invent case law. TRI protects against this by grounding its AI in the "Gold Standard" of legal data. • Proprietary Data: Claude cannot "see" the full, copyrighted Westlaw database. Westlaw Precision uses Retrieval-Augmented Generation (RAG), meaning the AI is forced to look only at verified statutes and case law before answering. • Citations & "Eyes-on" Verification: Unlike a standard chatbot, CoCounsel provides clickable links to every cited source. TRI employs thousands of J.D.-holding editors to "Shepardize" (verify) that the law is still valid, a layer of human oversight Claude lacks. 2. Workflow "Stickiness" TRI protects itself by being more than a chat box; it is an agentic workflow. • Legal-Specific Skills: While Claude provides a general response, CoCounsel is designed with "skills" like Deposition Preparation, Legal Memo Drafting, and Compliance Triage. • Integration: It lives inside the tools lawyers already use (Word, Outlook, and Westlaw). For a law firm, switching to Claude often requires "prompt engineering," whereas CoCounsel is "plug-and-play" for legal tasks. 3. Professional-Grade Security Standard consumer versions of Claude may use data to train future models (unless using Enterprise/API versions). TRI offers a "Zero Data Retention" guarantee. • Private Infrastructure: CoCounsel runs on "eyes-off" infrastructure where client data is never used to train the underlying model. • Compliance: TRI maintains SOC 2 and ISO 27001 certifications specifically tailored for the stringent confidentiality requirements of the attorney-client privilege.
SOC is about to blow up with the help from the DOJ
Ok, so, I'm going to let you in on some insider info: We've always had the ability to do that. It's called hiring software developer contractors from the global south and paying them $1.50/hr with no bathroom breaks. Do you know why we don't do that exclusively now? Because the quality of code they put out isn't very good (though, I would argue, it's better than the quality you get out of Claude Code). But big software companies have always had an easy and cheap "force multiplier" at their disposal. If you want to found a startup and make a competitor for one of the major SAAS companies right now, and your plan is to hire a small workforce and tell everyone to use agentic plugins in their IDEs, you can do that. But you're going to run into a brick wall very quickly. The AI might know how to write javascript and CSS, but it doesn't know how to architect a scalable system. It doesn't know about data residency requirements, multi-region deployments, GDPR or SOC2 or PCI compliance. It doesn't know about load testing and security and FedRAMP. It doesn't know about efficient schema design and materialized views and pipelining. It doesn't know about deployment trains and monitoring / observability tools. And then after you write your Salesforce Killer, you're going to have to host it, but as a startup, you're going to be paying a LOT more to AWS than the big SAAS companies are. A company spending eight figures a month at Daddy Bezos' Cloud Emporium is going to be able to negotiate a significant discount, but Barbara's CRM Solutions Inc isn't. And even if you figure all that out, you're going to be left with a product full of mediocre code and a company full of engineers who don't understand the code they're writing. Oh, and here's some more inside baseball: We (people who work in software at big, publicly traded tech companies headquartered in Silicon Valley) are all already using AI. Through my employer, I have a github account with unlimited copilot - any agent, including claude. I am actually encouraged to use AI to help code (it is pretty good at writing unit tests, I'll grant). But, saying that agentic coding is a force multiplier, and then only allowing for applying that to plucky startups that are seeking to dethrone Salesforce is crazy - Salesforce is already using AI as a force multiplier. At best, the plucky startup is moving at the same velocity. They're not faster. And they're only cheaper because they lack feature parity. I swear, all of this "Companies that don't realize AI changes everything have already lost" sounds ... eerily familiar. It almost sounds like "Companies that don't realize the metaverse changes everything have already lost". Or "Companies that don't realize blockchain changes everything have already lost."
You're right that vibecoding a salesforce is unrealistic to most, but the 10x engineers now no longer need an army of juniors to help them. Their productivity multiplied. Their SOC II audit can be responded with AI. Their team is leaner, faster, with less tech debt than the giants. I don't think seat based makes sense anymore. Rather it'll switch into app/credits hooked up to the users' agent or LLM, so people can customize their SaaS and add features they want
And don't worry about SOC or fedramp or BYOK or any of the other 1000 things that are required in these deals other than a nice new UI. The market is dictated by people who don't understand.
Yeah I agree. I see it as an overreaction though. People are underestimating the moat of enterprise software. SOC 2, compliance, liability security, auditability, integrations, switching costs, etc. They're also overestimating the speed of tech diffusion in enterprises. There's a reason businesses moved to the cloud. Building and maintaining your own systems is more costly than licensing from a specialist provider. I think this will remain true. I'm buying the dip. Plus it hedges my other big AI plays either way lol.
To be fair, they did feel directionless for a while. Remember the Bard launch debacle? They had all the right pieces, but didn't take the time to put them in place. Case in point, while Google made great strides with their TPU design, their smartphone SOC sucks, especially when compared to Apple. Having said that, I think google is poised to be the leader for AI advancements for the near future.
I’ve recently started using Monarch and it looks promising so far. It uses plaid and finicity and mastercard APIs to connect to your accounts. They’re [SOC 2 compliant](https://www.monarch.com/blog/announcing-our-soc2-compliance) and when you connect your accounts using plaid etc you give access to read your information but not to transact etc on your behalf.
What happened to SOC? Ik it’s not a penny but it’s been steadily raising for a hot min. Dropped 12% so far today
They have outspent everyone else in the VR space over 1000 fold though (Thousand, not Hundred). For that unfathomable amount of money their hardware and software should be unquestionably a decade ahead of everyone else, but it's not even the best, never mind 1000x better. They use the same outdated SOC and shitty milk gray LCD panels as everyone else. I don't even think they've been subsidizing the Quest 3 at $500, that's likely the the BoM cost. Zuck just been paying an army of "Day In the Life" project managers and tinkering Doctorates multi-million dollar salaries to send emails about having meetings on how to remake Wii avatars 20 years later on 200x more powerful hardware.