Last Week's Signals: Mar 23 – Mar 29

"A lot of software is about to get a lot better, right before it becomes unnecessary."

Signal: Naval observes that much existing software will improve dramatically under AI pressure just before becoming obsolete, signaling a compressed S-curve for the traditional software industry.

"AI coding agents can now deliver one-shot custom apps straight to your phone.

It’s the beginning of the end for the iPhone’s dominance."

Signal: Naval frames one-shot AI-generated custom mobile apps as a structural threat to the iPhone's platform dominance, suggesting a coming disruption of the app economy.

"AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term.

AI will also present new threats to society that we have to address. No company can sufficiently mitigate these on their own; we will"

Signal: Sam Altman reaffirms high conviction that AI will drive transformative scientific discoveries including disease cures, while acknowledging systemic societal risks no single company can fully address.

"Make your own App Store. https://t.co/Jd3QfhWaCm https://t.co/RIBSTmGfc7"

Signal: Naval argues that AI coding agents delivering custom apps directly to phones signals the beginning of the end of Apple's App Store dominance as a distribution monopoly.

"I am honored and grateful to be appointed by President Trump to the President’s Council of Advisors on Science and Technology (PCAST) and to be named Co-Chair along with OSTP Director Michael Kratsios.

PCAST is the principal body of external advisors tasked with shaping..."

Signal: David Sacks announces appointment as co-chair of PCAST, significantly elevating his influence over US national AI policy and signaling deeper government-tech alignment on AI frameworks.

"Agents, meet the Figma canvas https://t.co/DiKevfeQir"

Signal: Dylan Field announces agents can now operate natively on the Figma canvas, signaling a major push to embed agentic AI directly into the design workflow.

"Craft + Austin 🚀

https://t.co/UCGfWMXj1b"

Signal: Sacks signals Craft Ventures is doubling down on the Austin startup ecosystem, suggesting continued capital and talent migration away from traditional coastal hubs.

"Almost every SaaS app inside Vercel has now been replaced with a generated app or agent interface, deployed on Vercel.

Support, sales, marketing, PM, HR, dataviz, even design and video workflows. It’s shocking.

The SaaSpocalypse is both understated and overstated. Over because"

Signal: Vercel has internally replaced nearly all SaaS tooling with AI-generated apps and agent interfaces, signaling an accelerating collapse of traditional SaaS demand that Rauch calls understated.

"Today I spoke at @HillValleyForum about the White House’s new National AI Framework. A vital part of it is our support for the online safety of children. Our north star is parental empowerment. I want to decide which apps my kids use and for how long. Probably you do too. I..."

Signal: Sacks outlines the White House AI framework's emphasis on parental empowerment for children's online safety, signaling regulatory direction that could reshape consumer social and app platforms.

"Perplexity's search embeddings crossed 1M downloads in less than a month. Remains state-of-the-art with the ability to store more pages per GB with int8 precision. https://t.co/dYst3kIixx https://t.co/ovh0NblQG4"

Signal: Perplexity's search embeddings crossing 1M downloads in under a month signals strong developer adoption and validates their infrastructure play in AI-native search.