PI
Pieter Levels
6/18/2026

Why top builders are shifting from software to hardware in 2026
Original: In San Francisco everyone is saying software is commoditized by AI so smart people are moving to hardware
Short summary
Pieter Levels observes that AI commoditization of software is driving talented builders in San Francisco toward hardware opportunities, signaling a strategic shift in where top talent is focusing careers and startups.
- •AI commoditization reduces software competitive advantage
- •Hardware represents new frontier for differentiation
- •Strategic career shift among top builders toward hardware
Generated with AI, which can make mistakes.
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