“We're gonna pretty soon have computer use models that are actually capable of going to Delta.com and booking a flight. But then what's actually gonna happen is Delta's gonna partner with whatever company does that, and they're gonna put it behind the stupid thing, and like, yeah, so that's gonna, yeah, that's gonna be here in a few years, right? Not with agentic shit, but just with normal hooking the APIs together, right?”
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PredictionNot checkable as stated
Hotz: AI application wrappers like Cursor and Windsurf will fail
“And then on top you have, like, completely worthless things like cursor and windsurf you know, these character AI, all these people who think, oh, we're the app, we're gonna get the ARR. No, that worked in the web, it won't work for AI”
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“AI scaling laws. You can put in exponentially more money to get linear returns.”
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“There's probably about, I would say there's 1.2 operators per car. But it's not, they don't have a steering wheel and pedals. It is an autonomous system that they're probably doing some higher level inputs on.”
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“So, like, as a military technology, nukes are not that good. AI is way better.”
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“Self-driving cars look like scooters. The only thing that it's going to take to roll out big fleets of self-driving cars is capital, right? It's just strictly a capital market... So self-driving cars are going to be this awesome race to the bottom, right? It's…”
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“The arms are already good enough. It's the off the shelf arms are fine. It's all software. Again, it's always all software. Autonomous vehicles are all software. Robotics is all software”
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