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Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion... enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubecheshow more

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Cognition’s Scott Wu: “If anything, there’s going to be a lot more software engineers. Everyone talks about Jevons paradox and how it relates to AI; I think there’s nowhere that it’s more true than software, because we really never seem to run out of demand for more code and more software.”

Cognition’s Scott Wu: “If anything, there’s going to be a lot more software engineers. Everyone talks about Jevons paradox and how it relates to AI; I think there’s nowhere that it’s more true than software, because we really never seem to run out of demand for more code and more software.”

Stripe

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Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

a16z

834,406 Aufrufe • vor 5 Monaten

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 Aufrufe • vor 2 Monaten

.President Donald J. Trump: It's been on the minds of people for a long time. They want to find out about the UFOs, and we're going to be releasing a lot of things that we have, and I think some of it's going to be very interesting to people.

.President Donald J. Trump: It's been on the minds of people for a long time. They want to find out about the UFOs, and we're going to be releasing a lot of things that we have, and I think some of it's going to be very interesting to people.

Rapid Response 47

341,636 Aufrufe • vor 4 Monaten

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

Deirdre Bosa

86,713 Aufrufe • vor 3 Monaten

Emil Michael: “If you don’t want your software to be used for Department of War stuff, you shouldn't be selling to the Department of War.” Under Secretary of War Emil Michael on his frustrations with Anthropic: “We started these negotiations, and it took three months, and I had to sort of give them scenarios, like this Chinese hypersonic missile example.” “And they're like, ‘Okay, we'll give you an exception for that.’ Well, how about this drone swarm? ‘We'll give you an exception for that.’” “And I was like, exceptions don't work. I can't predict for the next 20 years all the things we might use AI for.” @jason: “If you find out there's another 9/11 unique black swan event that's going to occur, you’d have to go clear it with them?” Emil: “That was literally the comment. It was in a room of 20 people, so this is undeniable if Dario wants to deny it, and I was giving these scenarios, these Golden Dome scenarios, and so on, and he's like, ‘Just call me if you need another exception.’” “And I'm like, ‘But what if the balloon's going up at that moment and it's a decisive action we have to take?’ Like, I'm not gonna call you to do something. It's not rational. And that was another ‘holy cow’ moment of, like, how they think about it.”

Emil Michael: “If you don’t want your software to be used for Department of War stuff, you shouldn't be selling to the Department of War.” Under Secretary of War Emil Michael on his frustrations with Anthropic: “We started these negotiations, and it took three months, and I had to sort of give them scenarios, like this Chinese hypersonic missile example.” “And they're like, ‘Okay, we'll give you an exception for that.’ Well, how about this drone swarm? ‘We'll give you an exception for that.’” “And I was like, exceptions don't work. I can't predict for the next 20 years all the things we might use AI for.” @jason: “If you find out there's another 9/11 unique black swan event that's going to occur, you’d have to go clear it with them?” Emil: “That was literally the comment. It was in a room of 20 people, so this is undeniable if Dario wants to deny it, and I was giving these scenarios, these Golden Dome scenarios, and so on, and he's like, ‘Just call me if you need another exception.’” “And I'm like, ‘But what if the balloon's going up at that moment and it's a decisive action we have to take?’ Like, I'm not gonna call you to do something. It's not rational. And that was another ‘holy cow’ moment of, like, how they think about it.”

The All-In Podcast

211,222 Aufrufe • vor 6 Monaten

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

ANI

114,594 Aufrufe • vor 2 Monaten

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."

amit

400,926 Aufrufe • vor 11 Monaten

Dan Sundheim, founder & CIO of D1 Capital Partners on future of Software/SAAS business. "My guess is that software will have to evolve, will probably be a worse business model going forward. But I think the same way that like Walmart evolved with e-commerce. It required an enormous amount of investment. Their margins took a hit. They had new competitors. I think that'll be the case with software too, where companies that have really great distribution and great business models and are systems of record for companies. " Great podcast by Patrick OShaughnessy and Daniel Sundheim

Dan Sundheim, founder & CIO of D1 Capital Partners on future of Software/SAAS business. "My guess is that software will have to evolve, will probably be a worse business model going forward. But I think the same way that like Walmart evolved with e-commerce. It required an enormous amount of investment. Their margins took a hit. They had new competitors. I think that'll be the case with software too, where companies that have really great distribution and great business models and are systems of record for companies. " Great podcast by Patrick OShaughnessy and Daniel Sundheim

Rohan Paul

12,787 Aufrufe • vor 6 Monaten

This is where I have to share my raw feelings about Rivian software currently on R1. The software experience they have created is good. It’s their own, with their software stack that they control. With that said, we have to stop making excuses for longstanding bugs. Like Quinn Nelson had posted about long ago, having to do multiple Resets, logins and out to get core functionality to work is not the experience we should be having. I know Rivian and Wassym do not want this. I also know they are working on R2 stuff as well. As a person who has spent real money on 4 Rivian’s with 3 R2 reservation between me and hubby, we are huge fans. Have helped many become Rivian owners as well. But the long outstanding bugs are starting to boil over. It’s dragging the software reliability down. Apple Music has been in Rivian vehicles for just about 2 years now. We are past the stage of it being “new”. Spatial Audio is a key music feature, and for me, and plenty of others, you have to turn that off sometimes just to get music to play. I shouldn’t have to do that. Plus, you can’t change that feature while the vehicle is in drive. So then you have to pull over and fiddle with it just to get it work and sometimes it doesn’t. Rivian assistant can’t do it either. Among other issues, like HVAC preconditioning, unstable cabin temps, GPS locking issues, profile switching not getting right or switching profile after the driver has gotten in, mobile app live activities not functioning properly, and more. The live activities is important, because we don’t have a notification for charging start stop/complete except for charging complete on DCFC, so on a level 2 charger, I don’t know if there is an issue with charging if the live activities don’t appear. Same for HVAC if it’s not showing up I have to keep opening the app to check to see what the temperature is. If you aren’t going to push me a notification that the cabin is at the temp I selected in favor of the live activities, then the live activities has to work. I could go on, but I really love my Rivian. I love the brand, I love what they want to do. And I think R2 is going to change the market for most things, but I want their focus to be on software and stability. Focus on polish, focus on features that many people want, don’t over complicate those things. Example, valet mode should be here by now that locks down speed acceleration and access to certain parts of the vehicle. Basic Pin to drive, not the multi factors drive one that depends on your phone and vehicle having an internet connection. Speedy, clean, stable software is always a win. I know Wassym Bensaid and plenty of others at Rivian can do this. We have seen it before and seen what they can do. The YouTube app is by far the best app they have added. I haven’t had any issues with it. It’s responsive, and works. Everything needs to work like that across the board. Please guy let me help in anyway I can, I just want the best for you and the community and customers. Let’s focus on that. I know some will see this as a complete complaining post but it’s not. It’s a plead to make the experience better for everyone and making the Rivian software the best software it can be.

Tyrone Holland🚀🧑🏽‍💻

51,082 Aufrufe • vor 3 Monaten

Chamath broke down the $5T software market on TWiST: $4T of it goes to maintenance and services, not the software itself. A financial services client was paying $2M a year to an outside vendor for a process that kept falling behind. We rebuilt it as software with Software Factory and an 8090 engineer accountable for it and maintaining it, and the cost dropped by about $1.5M a year.

Chamath broke down the $5T software market on TWiST: $4T of it goes to maintenance and services, not the software itself. A financial services client was paying $2M a year to an outside vendor for a process that kept falling behind. We rebuilt it as software with Software Factory and an 8090 engineer accountable for it and maintaining it, and the cost dropped by about $1.5M a year.

8090

43,826 Aufrufe • vor 1 Monat

PRESIDENT TRUMP: "We just had a great meeting with the oil executives, we sort of formed a deal." "They're going to be going in with hundreds of billions of dollars in drilling oil and it's good for Venezuela, and it's great for the United States." "A lot of money is going to be made. Oil prices will come down, although they are getting down pretty good now without it, and it was a great meeting we had today with the biggest companies anywhere in the world."

PRESIDENT TRUMP: "We just had a great meeting with the oil executives, we sort of formed a deal." "They're going to be going in with hundreds of billions of dollars in drilling oil and it's good for Venezuela, and it's great for the United States." "A lot of money is going to be made. Oil prices will come down, although they are getting down pretty good now without it, and it was a great meeting we had today with the biggest companies anywhere in the world."

Fox News

2,624,777 Aufrufe • vor 7 Monaten

Ben McCollum: "To see the crowd for my team, because whether people think so or not, those guys had a lot of other options, including the six at Drake. That was a 31-win team. Alvaro (Folgueiras) had a lot of different options. A lot of those other guys did, too, and they bet on our staff, and they bet on this place. They want to flip it into what we think we can make it, and they see it trending that direction. It doesn’t mean it’s just going to keep going that direction. There’s going to be some problems. There’s going to be downs. And there’s going to be some ups. To see that (crowd) is pretty cool, I think, for our guys, that like, man, if we work for something, good things can happen.”

Ben McCollum: "To see the crowd for my team, because whether people think so or not, those guys had a lot of other options, including the six at Drake. That was a 31-win team. Alvaro (Folgueiras) had a lot of different options. A lot of those other guys did, too, and they bet on our staff, and they bet on this place. They want to flip it into what we think we can make it, and they see it trending that direction. It doesn’t mean it’s just going to keep going that direction. There’s going to be some problems. There’s going to be downs. And there’s going to be some ups. To see that (crowd) is pretty cool, I think, for our guys, that like, man, if we work for something, good things can happen.”

Tyler Tachman

157,605 Aufrufe • vor 8 Monaten

Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus. Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf. I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.

Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus. Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf. I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.

Bret Taylor

1,063,455 Aufrufe • vor 5 Monaten

Cognition founder Scott Wu says most software never gets built because the economics don't work: "The math only really works out to create software if it's going to be used at least a million times or something. Maybe it's 10,000 times or whatever." "You need that software to be used enough times or to create enough value for that to be worth it." "There are so many things out there which only need to be used a few times or even only need to be used once." "I'm going to go look through these 15 LinkedIn profiles. Or fill out these forms. Or do this data analysis and put this Excel sheet together—all of these things are things that could be done with software." "It obviously doesn't make sense to hire a whole team of people to go make you that piece of software which you're going to use one time and never again—versus just having the human go and do that themselves."

Cognition founder Scott Wu says most software never gets built because the economics don't work: "The math only really works out to create software if it's going to be used at least a million times or something. Maybe it's 10,000 times or whatever." "You need that software to be used enough times or to create enough value for that to be worth it." "There are so many things out there which only need to be used a few times or even only need to be used once." "I'm going to go look through these 15 LinkedIn profiles. Or fill out these forms. Or do this data analysis and put this Excel sheet together—all of these things are things that could be done with software." "It obviously doesn't make sense to hire a whole team of people to go make you that piece of software which you're going to use one time and never again—versus just having the human go and do that themselves."

David Senra

37,919 Aufrufe • vor 1 Monat

Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

a16z

36,286 Aufrufe • vor 1 Monat

Michael Truell says we're still early in automating software: "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software." "I think that there's a really, really long way to go. There's a really long, messy middle." "We are in a market that's had an iPod moment, and it's going to have an iPhone moment and another iPhone moment. And I think that there have been a couple of those so far. I think that there are definitely more in the future." Michael Truell with martin_casado

Michael Truell says we're still early in automating software: "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software." "I think that there's a really, really long way to go. There's a really long, messy middle." "We are in a market that's had an iPod moment, and it's going to have an iPhone moment and another iPhone moment. And I think that there have been a couple of those so far. I think that there are definitely more in the future." Michael Truell with martin_casado

a16z

56,052 Aufrufe • vor 2 Monaten

Sequoia's Ravi Gupta and Pat Grady on potential layoffs and why the AI doomers are wrong: "Technology is neither good nor bad, it's what we do with it. The same technology that powers a nuclear bomb can power a nuclear power plant." "A lot of what people are doing when they go and talk about the technology is they talk about all the things that might happen. I would rather us talk about the fact that it's going to get more and more powerful, and it's more and more incumbent on all of us to make sure we use it for something great." "If I could give my kids one thing, it wouldn't be kindness. It wouldn't be curiosity. It would be agency. The technology is going to be what all of us make of it."

Sequoia's Ravi Gupta and Pat Grady on potential layoffs and why the AI doomers are wrong: "Technology is neither good nor bad, it's what we do with it. The same technology that powers a nuclear bomb can power a nuclear power plant." "A lot of what people are doing when they go and talk about the technology is they talk about all the things that might happen. I would rather us talk about the fact that it's going to get more and more powerful, and it's more and more incumbent on all of us to make sure we use it for something great." "If I could give my kids one thing, it wouldn't be kindness. It wouldn't be curiosity. It would be agency. The technology is going to be what all of us make of it."

TBPN

21,055 Aufrufe • vor 7 Monaten

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

29,610 Aufrufe • vor 23 Tagen

🇺🇸🇺🇦 TRUMP: "82% OF UKRAINIANS WANT A SETTLEMENT, BUT IT TAKES 2 TO TANGO" "I think [Zelensky] has to be realistic. I do wonder how long it's going to be until they have an election. It's a democracy. They haven't had an election in a long time. It's losing a lot of people. I will say 82% of the people want to see a settlement be made. They're losing thousands and thousands of people a week. They want to see it ended. When do they have an election? Are they going to have an election? Or are they going to just keep it going like this? So I think it's time to get that war settled. And I think it's a war that can be settled. But it takes 2 to tango." Source: White House Live, Fox News, Aaron Rupar

🇺🇸🇺🇦 TRUMP: "82% OF UKRAINIANS WANT A SETTLEMENT, BUT IT TAKES 2 TO TANGO" "I think [Zelensky] has to be realistic. I do wonder how long it's going to be until they have an election. It's a democracy. They haven't had an election in a long time. It's losing a lot of people. I will say 82% of the people want to see a settlement be made. They're losing thousands and thousands of people a week. They want to see it ended. When do they have an election? Are they going to have an election? Or are they going to just keep it going like this? So I think it's time to get that war settled. And I think it's a war that can be settled. But it takes 2 to tango." Source: White House Live, Fox News, Aaron Rupar

Mario Nawfal

243,833 Aufrufe • vor 8 Monaten