The Ledger, every show

“I think the SAS apocalypse is dumb and SAS stocks will be up majorly in the next couple of years.”

“I think that, like, some AI CEOs are talking about, like, I think that's not gonna happen.”

“I hate the headlines that are like, it's going to replace jobs. Or like, it's going to unemployed like two thirds of the workforce. Like, I don't think that's true.”

“But honestly, you can literally just feed this video into codex and just be like, make something like this and it will do that.”

“And I bet you within a year the opening eyes in the anthropics of the world will have app stores for apps that are built specifically to be used inside of these services. Maybe even cursor too. I don't have any insight on any of this.”

“My experience and my feeling is that we will look back in a year and say, We actually have a lot more work to do. Humans have a lot more work to do. Even as models get better at doing work.”

“I really think that the model for now is going to be a super agent, like one agent for the entire company.”

“Whoever's in the lead, it feels very obvious to me that all of the work that you do is going to be in one of those surfaces”

“And I think that what agents do is increase the number of users of SaaS. Not get rid of it. And so I think SaaS companies are going to see like an insane spike in the amount of demand that they have, because there's going to be tons of agents using these produ…”

“It's like very, it's very clear that in a year or less, it's going to be senior engineer level, right?”

“I think we're just getting to a point where for pretty much all of these, you know, all the usual applications, AI is going to be good enough that we can get rid of the interfaces more or less where you're like digging into all the things that it's actually do…”

“What skills are going to be valuable in the AI era? One big group of skills are the skills of managers today. They're human managers tomorrow. Everyone's a model manager right now. AI is not like right now management skills are not broadly distributed because …”

“While I will definitely maintain that we're not anywhere close to anybody being able to like build a conventional SaaS app with zero programming knowledge, aside from just like a demo, there are going to be other forms of software. One of my things is like sof…”

“The people inside of every can stay generalists for much longer, and I think that that may like sort of ripple out into the rest of the economy where instead of like gigantic massive corporations where like each person is doing like one little like button turn…”

“Like with fable, I was we were like literally The, our bug backlog was emptied out. You could just set it off and it was emptied out as long as you're willing to spend the money.”

“In that case, like, you have to use open-source models, because none of the major model companies, or at least OpenAnthropic, don't really do fine-tuning anymore.”

“I'm pretty sure this, here's a prediction. I'm pretty sure every coding model on the market will still do this in a year. Every coding model on the market will take that instruction seriously. And if I tell it, here's a bunch of issues, go fix it. They will ju…”

“Where I think it's going is you and the agent are using the app together. The agent's probably using the CLI, but you're using the web interface and they're, they both need to be in sync.”

“I think that we will be reading way more AI-generated writing in documents and emails, and we will like it.”

“And I think there's something very similar happening and going to happen with AI is people have to use ChatGPT and like realize that this new sort of workflow is possible. And then there will be a big opportunity to unbundle those workflows into purpose-built …”

“And so it becomes much more cost effective for American companies to hire people in the U.S. And I think the people in the U.S. Are going to be better in a, in, in a lot of cases at using these AI tools to do work. So I think it may actually make it more effec…”

“Like, one of the interesting things about Codex is it has this thing called Chronicle, which is it automatically takes screenshots of your computer and locally turns it into locally turns it into a, Feed that gives it context on who you are and what you're doi…”

“I think there's this little thing in people's heads where they really like to keep their personal and work agents separate. And I think there's a whole territory. Our COO Brandon Gell calls this computer errands. There's like this whole territory of using pers…”

“Take the AI agent that you use all the time on your computer and put a browser in it so it can see everything you're doing. And that is just like a magical combination that I think will be, is very uncommon now. You can't even do this in cloud code because the…”

“This is exactly why, you know, GitHub is having problems right now because the number of people using GitHub has skyrocketing exponentially and it's really just people's agencies in GitHub.”

“You can expect that a higher percentage of your company or your users are going to be doing things that previously only technical users can do. And what that does is it creates all this pressure on the other end for the people who have to deal with all of the …”

“So the other people that I think are going to be like super, superpower people, and I, again, I, this is because we see this internally is full stack designers.”

“Claude is very, very good right now at, you know, longer horizon agentic tasks. And so I would, And it now also has file use. So I would bet that we're getting close to, if not currently at a place where if you pointed it at a notion page and said, read the no…”

“I think, and I think that's a new sort of trend in the AI pricing realm is not charging per month, but charging like per successfully completed task or something like that. And I think that's going to work really well.”

“I think that trend will continue with AI stuff. So I look at what is AI making cheaper and then look at what, like that thing will become more expensive just for a smaller percentage of the population.”

“And the way it works is you can just you just start it by saying, can you just watch me do this? And it will record your screen as you do a task and then turn that automatically into a skill to do it in the future.”

“The way that it works inside of the big model companies, for example, like at least one of them has literally a data science bot that every single person in the org can query that is hooked up to their data warehouse that knows who's who so that it knows at th…”

“Like yesterday I was at Dev Day, OpenAI Dev Day, and I got this like cool plaque that was like, you've processed ten billion tokens through, through OpenAI, which is, it was so cool.”

“We are more than 10 people. We are about 15, between 15 and twenty-ish, it's a little hard to tell, full-time. We have six business lines now, so yes, a lot.”

“They found that GPT-V is better than experts, like blindly judged better than experts at completing these tasks like 40% of the time, and I think Claude Opus is at 40, at 49%”

“The gold standard for OpenAI for testing how powerful a model is, is they test it on their internal code base. So they say, how good is the new model at predicting what comes next in our internal code base? Cause that's not anywhere out on the internet.”

“Naveen, who's the GM of Monologue, just was like, I don't know. I like, I want an invitation app. The ones that I, the ones that I've been using, like aren't quite right for me. And he just like built it over a weekend and then demoed it and everyone was like,…”