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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 görüntüleme • 1 ay önce •via X (Twitter)

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MrJinXels (s/acc)☘️ profil fotoğrafı
MrJinXels (s/acc)☘️1 ay önce

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.

gianluca - e/acc profil fotoğrafı
gianluca - e/acc1 ay önce

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

lderait Menlinden profil fotoğrafı
lderait Menlinden1 ay önce

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

AscendCapital profil fotoğrafı
AscendCapital1 ay önce

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

Straightly Put profil fotoğrafı
Straightly Put1 ay önce

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.

Zamiyops (s/acc) ☘️ profil fotoğrafı
Zamiyops (s/acc) ☘️1 ay önce

Welcome to the singularity, solana:3f9LEP4RNM1yq5VnCD1LYMvq7FZis5tfGqyZMsiRpump ☘️

Primegon☘️ profil fotoğrafı
Primegon☘️1 ay önce

☘️

icefrog.◎ profil fotoğrafı
icefrog.◎1 ay önce

software is expanding

Reliable AI Network profil fotoğrafı
Reliable AI Network1 ay önce

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.

AI Mastery Guide profil fotoğrafı
AI Mastery Guide1 ay önce

Data says the opposite, interesting

Adam TechGrowth profil fotoğrafı
Adam TechGrowth1 ay önce

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

CryptoRecruit profil fotoğrafı
CryptoRecruit1 ay önce

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.

IfhamEllahi profil fotoğrafı
IfhamEllahi1 ay önce

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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🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

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Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"
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Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

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