Why the Next $100B+ Company Will Be for Non-Technical Users—And How It Will Happen

1. Everything should be as easy as Amazon Prime

2 - 4 clicks, and you get your desired outcome. No complex setup, no technical knowledge required - just immediate results.

2. "Vibe ____" is the future

Right now, it's "Vibe Coding," but the overlooked truth is that people speak 3 - 5x faster than they can type. Everything will move toward how humans naturally communicate - through audio and visuals.

3. Grey data is the future

Grey data refers to information we can collect now but don't yet fully understand. Many companies are sitting on it but have yet to use it effectively.

Example: Loom has facial, visual, and audio data that could enable them to understand users on a 1:1 basis. As open-source models continue to evolve, grey data will become even more valuable, making it easier for people to interpret and leverage to their advantage.

4. Software is a relationship

Companies that fail to recognize this in the coming decades will lose. As technology becomes more commoditized by the day, those who build software based on how humans naturally interact will win. This shift is already happening with "Vibe Coding."

5. Beautiful UX/UI is non-negotiable

Apple proved it - people crave a "delightful" user experience. Everyone is building for engineers or so-called "non-technical users," but they've missed the mark. Their mother, grandmother, and little brother still can't use what they've built.

6. Everyone needs access

Cursor grew from $1M to $100M ARR in just 12 months by building for technical users. Imagine what the future will look like if it's not just startups, software companies, and technologists using these tools - but everyone has access to create what they want.

I admire Lovable, V0, and others for making strides in this space, but my mom still has no idea what VS Code/an API is.

7. The corridor effect

Software shouldn't just be a static tool - it should make you feel something. Every aspect of it should be an experience, not just a utility.

Game designers figured this out with the corridor effect. They noticed that when a loading screen took too long, players would lose interest and stop playing. So instead of showing a loading screen, they created an endless corridor where the character moves through space while the next scene loads in the background.

B2B and B2C software should do the same. It should create an experience for the user while working in the background to their benefit.