The Ledger
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Tom Blomfield says today's software engineering jobs will vanish within 10 years
“But the conclusion of all of that, I think, is that software engineering jobs of today, I think, will not exist in five or 10 years.”
Wang: Meta Agent Swarms Outperform Teams of 100 Engineers
“Like, I think we've seen, internally in meta cases where if you can develop the right agentic loop and you have the right eval or the right metric for the agents to optimize, you can have a swarm of agents accomplish more than, like, a team of a hundred engine…”
Altman: Startups founded today will produce future trillionaires
“I bet there's some future trillionaires sitting in this room, and I would bet that the startups created today will be much more valuable, much more impactful than startups of the past”
Hassabis predicts AGI will arrive around 2030
“Depending on what your AGI timeline is, You know, mine's like, 20, 30 or something like this.”
Heller: AI startups face mass extinction as enterprise pilots fail to convert
“A lot of those pilots are not converting to real revenue, and there's going to be a mass extinction event as a lot of pilot revenue, it's like, instead of ARR, it's like PRR, like Pilot Recurring Revenue, or something like that, or not even recurring, just Pil…”
Altman predicts humanity will achieve unimaginable superintelligence within 20 years
“Look, there, there's a lot you know, in 10 or 20 years, unless something goes hugely wrong, we'll have, like, unimaginable super intelligence, and I'm very excited to see how that goes.”
Musk: There is a 10% to 20% chance AI causes annihilation
“I think it most likely will be a good outcome. I guess I'd sort of agree with Jeff Hinton that maybe it's a 10 to 20% chance of annihilation. But look on the bright side, that's 80 to 90% probability of a great outcome.”
Altman: AI progress could compound over next nine years toward superintelligence
“I can see a path where the work we are doing just keeps compounding, and the rate of progress we've made Over the last three years, continuous for the next three, or six, or nine, or whatever. You know, nine years would be, like, 3500 days, or whatever. If we …”
Cherny: Claude routines do the maintenance work of hundreds of engineers
“And so now we have every day, maybe 20 or 30 of these routines. It's running across all of our code bases and It's not totally there yet, but we're on the path to fully automating the maintenance of our apps by doing this. And this is, again, hundreds of agent…”
Tan: Returning to Coding with AI Yields 400x Output
“It was 13 years of not coding and then suddenly, boom, I'm doing about 400 X the amount of work that I was that year. The last time I was even sort of like two thirds of the time writing code.”
Tan predicts everyone on Earth will have a personal AI by 2027
“And then I guarantee you like this time next year, like everyone's going to be saying what you heard here first, which is like every single person on the planet will have their own personal AI.”
Chollet: Symbolic Models Will Eventually Replicate and Outperform Deep Learning
“And so everything you're doing with machine learning today, with parametric curves, we should be able to do it. With symbolic models in the future in a way that will be much, much closer to optimality. Much closer to optimality in the sense that you're going t…”
Mukund Jha: Emergent invented multi-agent paradigms before academic papers were published
“There was a time when we sort of invented the multi-agent system. We invented memory. We invented like, how do we do agent to agent communication? How do you scale up test time compute? A lot of those things which like were sort of coming out, like we would di…”
Hodak: Humans who will live to 1,000 are likely alive today
“I think it is very possible that the first people to live to a thousand are alive right now. And I think it might be many more people than you think. It's not gonna be like one or two people on earth today.”
Friedman: Majority of Software Code Is Probably Already Written by AI Agents
“It's already probably the case that the majority of code being written is written by agents.”
Claude Code increased Anthropic engineer productivity by 150 percent
“And since Quad Code came out, productivity per engineer at Anthropic has grown a 150%.”
Claude generates between 70 and 90 percent of Anthropic's codebase
“If you look at Anthropic overall, it ranges between, like, 70 to 90% you know, depending on the team. For a lot of teams, it's also, like, a hundred percent. For a lot of people, it's a hundred percent.”
Cherny predicts AI will generally solve coding for everyone
“So continuing to trace the exponential, I think what will happen is coding will be generally solved for everyone. And I think today coding is practically solved, you know, for me, and I think it'll be the case for everyone you know, regardless of domain.”
Cherny: The software engineer title will disappear as roles become builders
“I think we're gonna start to see the title software engineer go away, and I think it's just gonna be maybe builder, maybe product manager, maybe we'll keep the title as kind of a vestigial thing, but the work that people do, it's not just gonna be coding, it's…”
Steinberger: 80% of consumer apps will disappear due to AI agents
“I think 80% of them are going away.”
Skates: Basic AI visibility will rapidly commoditize into free lead generation
“I think the real business has to be downstream of AI visibility. It's a valuable, there's value in it, like, you know, just like there's value in, in the SEO world, but it's so easy to do. You know, we did it, you know, as I mentioned in, in, in probably more …”
Fisher: AGI is extremely likely to arrive within two to three years
“Cause it's extremely likely that we will have AGI in the next few years. Maybe it's not two, maybe it's three.”
Masad: Traditional SaaS application software value will drop to near zero
“My prediction is that all application software will go to zero. In other words, software will be dirt cheap, that no one will be making money on the traditional type of SaaS software.”
Kaplan: AI swarms will eventually replicate entire scientific communities
“Eventually we imagine AI models or millions of AI models perhaps working together will be able to do the work That whole human organizations can do. They'll be able to do the kind of work that the entire scientific community currently does.”
Ng: AI companies have made untrue statements to regulators behind closed doors
“I've been in the room where some of these businesses said stuff to regulators that was just not true.”
Chollet: All inventive AI systems rely on discrete search
“All known AI systems today that are capable of some kind of invention, some kind of creativity, they rely on discrete search.”
Musk: Augmented Human Intelligence Will Probably Be One Billionth of Digital Intelligence
“Human intelligence, even assuming a significant increase in human population and intelligence augmentation, like massive intelligence augmentation, where like everyone has an IQ of a thousand type of thing. Even in that circumstance collective human intelligen…”
Tom Blomfield says AI will fulfill surging global demand for software
“Like I could easily see the demand goes up 10 X or a hundred X, who knows, but I just think the AI is getting so good that you just won't have humans fulfilling that demand in anything but the most niche of niche cases.”
McGrew: LLMs have entered a pure scaling regime toward AGI
“And now that that has been cracked at this point, I think we actually have a very clear path to just focus on scaling. You know, we were, you know, talking about that you know, the zero to one part, that's not about scaling. I think there's a really strong cas…”
Tan: Sam Altman aims to scale AI compute to $1 trillion spend
“Since then, Sam has told me that he actually wants to go to four orders of magnitude to get to a trillion dollars in you know, sort of spend.”
Altman: AI will enable someone to solve all of physics
“The fact that somebody else, I really believe, is now gonna go solve all the physics with this stuff, like, I'm so excited to be alive for that.”
Seibel: VCs tell YC partners not to advise founders against high burn
“They also always tell us like, hey, like we're funding your companies. Like you shouldn't be like, you know, like telling the founders not to have high burn.”
Doctorow: There will never be another Facebook
“The big, big upsides are not creating another Facebook because there won't be another Facebook. The big, big upside is creating the thing that happens once Facebook has been torn down.”
Rossmann predicts Harvard will soon be recognized primarily as a luxury good
“Harvard is going to be more obviously recognized as a luxury good, as an expensive purchase that works for the elites. And it's something that if you can afford to get your kids there and you can afford to not focus on hard skills, then great. You've purchased…”
Allred: Lambda School grads are financially $250K ahead of university peers
“By the time the student's graduating from university, the Lambda School student has three years of experience and has paid Lambda School off and is a quarter million dollars ahead, at least, of the university grad.”
Gil: A prominent Midas List investor tried clawing exit value at Mixer Labs
“The biggest issue we had there is we had a bad investor who, as we were exiting the company, basically tried to claw more value for themselves as part of our exit. And this is sort of a Midas list investor who's very well known now.”
Brockman: Scaling neural nets will unlock qualitatively new behaviors
“And I think that what that's going to unlock is you're going to be able to scale up these models and you're going to see qualitatively different behaviors from what you've seen so far.”
Dean: Specialized inference hardware will surpass general GPUs and TPUs
“I think, ah, you're gonna see more and more, ah high performance and low energy inference hardware systems, because I think everyone is now realizing that inference is the key to making, you know, these agent-based systems be available to more and more people,…”
Jeff Dean: AI models will not have good taste in problem selection
“I think models are not necessarily going to be that good at it. So you're going to have people steering a lot of AI assisted computation in order to accomplish great things and more quickly. But that essence of what it is you want your models to do is the key …”
Jeff Dean: There is no impediment to fully automating ML model research
“There's no, ah, you know, real impediment to making that be a much more automated loop, where the model itself decides it's going to explore, or maybe with a nudge from some people, ah, at the various highest level, like, oh, why don't you try some new ideas a…”
Wang: Billions of people will have tailored personal superintelligences
“We believe that everybody in the world, you know, all the billions of people in the world are going to have a super intelligence that is adapted and tailored to them, that is, enables them to accomplish their goals, knows their context, and ultimately is an ex…”
Wang: Current AI models are powerful enough to drive major GDP expansion
“I truly believe these models are already just incredibly powerful. Like, they should be so powerful to fuel, you know many, many points of expansion of GDP growth, and I think it's, like, up to smart people with vision and ambition to make all that happen.”
Wang: In a decade, AI intelligence and agency will be abundant
“And so I think a decade looking back, it'll, it'll be obvious that intelligence became abundant and that agency became abundant.”
Altman: AI agents build in seven minutes what took startups three months
“What took three months to build at the time that we, each company built over the whole YC startup, could now be done with, like, in, like, seven minutes by a coding agent”
Altman: Startups will prevent AI power from concentrating in few companies
“In fact, if we are right that AI is going to be such a big change, startups will be much more important to making sure that The power of this technology gets widely distributed throughout the economy and society, and it's not just concentrated in a few compani…”
Altman: AI tool fluency will beat traditional experience for founders
“I would bet that this generally will cut against many years of experience in favor of people who have a lot of fluency with the tools.”
Altman: Next six months will match prior two years of AI progress
“I think there will, I think it will feel like the next six months is like maybe equivalent to the last two years of model progress, something like that.”
Altman: In 6.5 years, average person will use 500B tokens monthly
“If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let's say, five hundred billion tokens a month, and the token leader uses a quadrillion, or quadrillions of tokens a month.”