This is what China has been doing to U.S. companies for decades.
https://x.com/seanmdav/status/2031727750545903880
We all knew this was coming… but today I heard about it actually happening.
A seed stage company backed by a well known VC openly admitted (in a board deck) that their strategy is to get access to a large incumbent’s software from a customer, clone the entire thing using Claude Code, and offer it at 90% less.
Not “build something better.” Just copy it and offer it for less.
The VC endorsed this as the GTM strategy. And even wrote back in writing that it was a good idea.
Using a customer’s licensed access to reverse engineer a product and clone it is ethically bankrupt. I don’t know how else to put it.
It likely violates terms of service. It may violate trade secret law as well (but I’m certainly not a lawyer).
And a reputable VC putting this in writing in a board deck is genuinely insane.
But it’s going to happen anyway.
Everywhere… all the time.
I don’t know where this ends, but we all knew this was coming and now it’s here.
https://x.com/toddsaunders/status/2031546116991275511