existing incumbents
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 29, 2025 by Chamath Palihapitiya · across every show →
Everything said about existing incumbents, oldest first
Mar 29, 2025 bearish
Palihapitiya: Scaled AI agents will drop software operational costs by 100x
“I think what you're seeing is that if these agents can scale, The OPEX, the actual load of making something will go down by an order of magnitude, and that is, and maybe even two orders of magnitude. That is incredibly disruptive because the existing incumbent…”