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A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating...

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a16z

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44,027 просмотров • 1 месяц назад •via X (Twitter)

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Комментарии: 13

Фото профиля MrJinXels (s/acc)☘️
MrJinXels (s/acc)☘️1 месяц назад

If you're reading this in the comments, witness exactly this: @YOTSingularity, a recursive model running live on @grok infrastructure. Not a thought experiment. The experiment is already underway thanks to @Apeiron420 We welcome you to join the journey as we keep traversing into the singularity.

Фото профиля gianluca - e/acc
gianluca - e/acc1 месяц назад

stripe is the toll booth, of course volume through the booth looks great when everyone's spinning up a company in an afternoon

Фото профиля lderait Menlinden
lderait Menlinden1 месяц назад

AI produces more software in a second that could take you a year to properly verify and..... they are creating a snowball effect where all software developers are being laid off. They WANT the AI to take over. Mark my words, this will not end well that AI does not know wtfbbq

Фото профиля AscendCapital
AscendCapital1 месяц назад

When the marginal cost of writing code drops to zero, the value shifts straight from creation to distribution and clean unit economics.

Фото профиля Straightly Put
Straightly Put1 месяц назад

Nobody studies layered design any more? Software has evolved another layer up and many things got commoditized like http. Singularity is still a sci fi concept. It worth $1.77 trillion to some, but is still nothing but a sci fi concept.

Фото профиля Zamiyops (s/acc) ☘️
Zamiyops (s/acc) ☘️1 месяц назад

Welcome to the singularity, solana:3f9LEP4RNM1yq5VnCD1LYMvq7FZis5tfGqyZMsiRpump ☘️

Фото профиля Primegon☘️
Primegon☘️1 месяц назад

☘️

Фото профиля icefrog.◎
icefrog.◎1 месяц назад

software is expanding

Фото профиля Reliable AI Network
Reliable AI Network1 месяц назад

Software creation can explode while individual software value gets commoditized. Both can be true. Building is getting cheaper. Earning trust, retention and a paid yes is not.

Фото профиля AI Mastery Guide
AI Mastery Guide1 месяц назад

Data says the opposite, interesting

Фото профиля Adam TechGrowth
Adam TechGrowth1 месяц назад

Stripe sees every transaction. Their data > any thesis. 50% larger cohort growing faster YoY is insane

Фото профиля CryptoRecruit
CryptoRecruit1 месяц назад

Build everything changes what you hire for more than how many. Teams shipping faster still need people who can scope work and own the judgment calls agents cannot make. In crypto that means the rare hybrid who gets protocol design and product at once.

Фото профиля IfhamEllahi
IfhamEllahi1 месяц назад

AI security can’t rely on old assumptions about users and malware. Agents behave differently, so our defences need to understand intent, context, and failure modes.

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Stripe’s Will Gaybrick: "We just want to make sure that moving between tokens and dollars is as seamless and safe as moving between dollars and euros. We're at the beginning of this journey, but we think it's going to be a big part of the future of Stripe." Will Gaybrick
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Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.
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a16z

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AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.
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