software

“In that transition, we're talking about trillions of dollars of money moving from things that cause climate change to things that don't. Like, as the scale of this transition is not something we've seen recently. Like software, It's not that big in comparison.…”

“What's interesting is that Silicon Valley has found a way to make the most profitable style of business the least profitable. Like, software has, there's like, No physical costs. It should, the margin should be close to 80 or 90%, and it turns out that they're…”

“In software, there's what I call reverse gravity. Over time, the market will always pull you up, right? Because what ends up happening is that smart founders and smart management teams will look at the numbers and say, oh, well, as it turns out, our bigger cus…”

“Software, like agents being able to do software, Is how AI gets more general because software runs our lives, runs the internet, runs our businesses. And so the more competent AI becomes at software, the more general they are in terms of what they can do.”

“And so I think that's going to be the case of software. Like as the costs go down, people will just like make a lot more software to improve their lives and to improve their work and start more startups and all of that.”

“If you think about it, as more and more of our lives are influenced and actually controlled by the software we use if we don't have fundamental freedoms attached to that software, we're not truly free.”

“Software, and especially tech, it's just every six months, every 12 months cycle, they don't, we don't think enough about create something that lasts. I care creating something that's, at least the form factor lasts longer than half 18 months.”

“I think the exciting thing about AI is, in a bunch of places, and I think this is, you know, very much still true of our space, and you can talk about how we think about that and how we deal with that, but you know, I think that just the ceiling is really high…”

“I, we are still in early days of trying to figure out how to make software together. I think of it sort of like where the film industry was in the 19 twenties. We've had our talking moment. We're kind of on the cusp of having our shift to color movement, but w…”

“If you're wanting to just tinker and solve a problem that you think is not going to be hyper competitive. So for example, that form filling thing or software that just does a narrow thing that doesn't require 20, 30, forty million dollars to be lit on fire bef…”

“We have moved from, you know, software being a, you know, pay for access to like, now you're paying for work delivered.”

“And I think computer science especially at least sort of the foundations of it will continue to be the foundations of how we build software and understanding that when you're interacting, particularly with something that's smarter than you producing code, you …”

“Although I think that it's a little bit like the analogy of if you build a bigger highway, you'll just get more cars on the road. So I think the fact that everyone's building software means that there's more software to be built, more coordination to happen, a…”

“You can patch a bug, but you can't patch a brain. And what I mean by that is if you find some bug in your software and you go and patch it, you can be 99% sure, maybe 99.99% sure that bug is solved. Not a problem. If you go and try to do that in your AI system…”

“It is still gonna be who has the marketing dollars, who has the brand reputation, who is the existing customer base. Distribution is everything.”

“I think takes like PRDs are dead or software is dead is like really dumb. I find it a little insufferable if I'm being spicy, because I still think what matters is understanding users, understanding business and economic dynamics, understanding Strategy and wh…”

“I suspect that software will go more back into the nineties of general tools, word processor, spreadsheet, FileMaker Pro that kind of thing, but those will still be as a service. And then you'll still have specialized tools around security and so on”