The Ledger, every show

“There are going to be more lawyers in the next five years than we have today.”

“We will.”

“And this is like classic Jevons paradox, which is we lowered the cost of engineering, which means that everybody wants to do more of it, and now finally people can. And so you're gonna see this huge surplus in, in demand For engineers across the economy in ind…”

“This amazing progress that will totally add 10 or 15 or 20 years to people's lives over the next 50 years and absolutely kind of impact preventable, you know, diseases from people.”

“I think practically in the next three to five years, we probably have to end up in an environment where models do get evaluated by the government. There is a sort of collaborative approach between the government and research and the labs. You know, the governm…”

“The data center providers, the labs, et cetera, have pricing power. They don't need to lower their prices on anything. So you're not seeing the typical things that drive down the cost of compute. I'm highly optimistic that that happens over the next five to 10…”

“I think what's going to happen is you're going to have a mosaic of models in the enterprise. I think the average enterprise will certainly be using, you know, half a dozen models in their organization.”

“And I don't think it like, You know, 10 X's the size of IT spend or technology spend globally, but it certainly doubles it.”

“We're talking about a category where, you know, it'll be measured in the tens of trillions of dollars. The market caps that will be generated by AI. Some of that will go to the chip providers. Some of that will go to the supply chain of the chip providers. Som…”

“There will be 100 startups that get created between last year and in three years from now that all become five, 10, twenty billion dollar companies because they're able to find the next set of nouns and verbs”

“I don't think ChatGPT itself is going to become a language tutor. I think it'll have the full capability to be a language tutor at the model level.”

“I think we think of, you know, the tech industry as being very mobile. Well, it turns out construction workers are actually far more mobile than those of us in the tech industry.”

“There's going to be just incredibly spectacularly crazy security incidents that will happen with agents because you'll prompt inject an agent and Sort of find your way through the CRM system and pull out data that you shouldn't have access to.”

“They have a model called Grok for Heavy that has multiple agents go off and execute basically the same task and then go, they go and review their answer for, Which answer they think is, these agents think are the best result. And so this is a great example of …”

“So I would more bet not on one of these very large multi-tens of billions of dollar deals, simply because there's other paths to get there that are not as complicated.”

“So, so I think I would take the bet on, on AI services for the next five years, unquestionably. The amount of dollars that will go into the change management of systems, the implemented, the implementation of the technology is, is going to continue to be massi…”

“If you want to be in the B to B game, which will be most of the volume of AI usage and APIs over time, because that, that, that's how you will show up in every other product, then this matters a ton.”