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Who holds the leverage when you choose a tool

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Good morning. The thread today is leverage: who holds it in the relationship between a business and the software it runs on. Three reports show it from different angles — a spending forecast where price rises carry much of the growth, an outage that ended without a credit, and a one-person company that reached real scale in under a year.

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What we're tracking

  • When the price rise does the work Software budgets move in two ways. You add tools and seats, or the tools you already have cost more at renewal. The second kind is quieter. Nobody signs a purchase order for it. It arrives as a line on a renewal letter, and most teams pay it because switching is harder than absorbing the increase.
  • An outage, and the silence after it The second report is a first-hand account. A critical application went down for close to two full days [2]. Work stopped. The team built workarounds in spreadsheets, and someone asked for an update every few hours [2]. What the writer remembers is not the downtime itself — outages happen to everyone — but that no credit was ever offered.
  • One founder, two hundred million The third report is about speed. The piece opens by saying that every few years a company comes along that rewrites what founders think is possible [3]. Its subject is Base44: by the account's own figures, a company started by a single founder, with no outside funding, that drew eighty million dollars from Wix within six months and reached two hundred million dollars of annual recurring revenue. The founder, Maor Shlomo, was thirty-one and coming off reserve duty when he began in January 2025.
  • Reading the three together Each report is about the same thing from a different side. The forecast says prices on existing tools will keep drifting up, so the cost of staying is rising [1]. The outage says the cost of a tool failing is rarely covered by what the vendor owes you, so you carry most of that risk yourself [2]. The new entrant says there are more alternatives arriving faster than before, but the newest ones have the least history behind them [3].

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