Yep - exactly. Ops isn't immune to LLMs stealing your customers. Given that most of the "open source product with premium hosting" models are just reselling hyperscaler compute at a huge markup, the customers are going to realize pretty quickly that they can use an LLM to setup some basic devops and get the same uptime. Most of these companies are offering a middleman service that becomes a bad deal the moment the customer has access to expertise they previously lacked.

I also think he's glossing over the fact that one of the reasons why companies choose to pay for "ops" to run their software for them is because it's built by amateurs or amateurs-playing-professional and runs like shit. I happen to know this first hand from years of working at a company selling hosting and ops for the exact same CMS that Dries' business hosts (Drupal, a PHP-based CMS) and the absolute garbage that some people are able to put together in frameworks like Wordpress and Drupal is truly astounding. I'm not even talking about the janky local businesses where their nephew who was handy with computers made them a Wordpress site - big multinational companies have sites in these frameworks that can barely handle 1x their normal traffic and more or less explode at 1.5x.

The business of hosting these customers' poorly optimized garbage remains a big business. But we're entering into an era where the people who produce poorly optimized software have a different path to take rather than throwing it to a SaaS platform that can through sheer force of will make their lead-weight airplane fly. They can spend orders of magnitude less money to pay an LLM to make the software actually just not run like shit in the first place. Throwing scaling at the problem of 99.95% is a blunt instrument that only works if the person paying doesn't have the time, money, or knowledge to do it themselves.

Companies like these (including the one I work for currently) are absolutely going to get squeezed from both directions. The ceiling is coming down as more realize they can do their own devops, and the floor is rising as customer code quality gets better. Eventually you have to try your best to be 3 ft tall instead of 6.