The Calls

“And now that people are making music again, I think the music industry is going to be bigger than it's ever been.”

“We will have original insights generated that don't exist in the human corpus of knowledge. And we will have the physical world get augmented to language where capacity is augmented to humans.”

“And so eventually I haven't gotten there yet, but eventually you'll be able to just have it record your entire day and then automatically go into your to-do list or whatever it is and add to-dos or send emails or whatever you need it to do.”

“We're just going to see these things get deployed and they're going to be broken. So there's a lot of like AI coding agents out there. There's Cursor, there's, I guess, Windsurf, Devon, Copilot. So all of those tools exist and they can do things right now Like…”

“AIs can do that on absolutely massive scale and propose changes to a human to say like, oh yeah, that sounds like a good change to make it a bit more intuitive. And it can also automatically run, spin out A-B tests so that you can see with data, all these impr…”

“It's increasingly looking like AI can route inside of these boards pretty well, and it's looking like AI is going to be able to do some basic component selection and layout on these boards.”

“There's all sorts of signals that They're about to launch a third party platform. They've been hiring for a bunch of roles. I've seen multiple postings on like product manager, engineering roles, all that kind of stuff for, you know, quote unquote agent platfo…”

“Cursor is very clear, like cursor's on the path to also probably create some type of agent platform, right? For developers. So that'll be like a smaller ecosystem to play in for some products.”

“We're gonna hit a billion users soon, and you kind of have to begin acting in a way that is appropriate to that scale.”

“Like, if you extrapolate the exponential on how much companies are spending, it's like two, two x a year, roughly, in terms of capex, and today we're maybe in the, like, globally, three hundred billion dollar range, the entire industry spending on this and so …”

“I think costs will go up because we'll just be using more tokens, not because the prices will necessarily go up, but then I think prices will come down because all of these frontier models are gonna be in a bit of a pricing war.”

“The IDE and building locally has been a thing that people have done for, you know, decades, so probably it's not going to go away in the next, like, couple years.”

“Today, half of companies essentially have a product ops role. And I'm guessing in another few years, it'll be much higher.”

“Students build not only the kind of the tool, the software that the business needs, and then get to put that on their resume and their, you know, application for college and university, but they also get to learn by kind of using the tools that likely are goin…”

“There's an amazing product being built on Vercel called chatprd.com. It's the VZero for writing PRDs, and it's going to get a VZero integration soon, so you can write your PRD with AI, and then you can deploy to create it with AI.”

“I think it will almost definitely happen with us. And again, this goes back to the assume you don't know.”

“What I would expect to see play out next is that they will They will either launch, they will announce the platform or what they're going to announce with preferred partners, or what they're going to announce versus is basically a set of preferred partners, th…”

“It's all based on interest rates. So it's likely that growth stocks will be at these valuations for until interest rates come back down again, which could be two to three years.”

“So if you are WebMD, And you're writing content about the human body, just generic content that has existed since medical journals were created. AI overviews are going to be fantastic at giving you that answer. You know, you read a, you know, you have a headac…”

“You can buy the Ray-Ban meta glasses and very soon, I won't say when, but very soon they'll have this capability”

“Like I think monetization when it comes to the store later this quarter, I think is going to be extremely exciting. Like when people can get paid based on who's using their GPTs, that's going to be a huge unlock and like open a lot of people's eyes to the oppo…”

“Instagram and probably eventually WhatsApp, which I think will probably launch ads later this year.”

“And I don't think we're done yet. I think we're pretty far from being done, but it's really important.”