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Anthropic CEO Dario Amodei: "Software is going to become cheap. Maybe essentially free." In a 32-minute Davos interview, he says the thing software companies don't want to hear. When the tool costs nothing, the money goes to whoever knows how to wield it. That skill, not the software, is... show more

Zephyr

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74,105 次观看 • 2 个月前 •via X (Twitter)

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Dario Amodei, CEO of Anthropic: "The average person on the street has no idea. And that's one of the things I'm trying to change." In a two-hour interview, the Anthropic CEO keeps circling one thing: almost nobody sees how fast this is moving. That blind spot is the opening. A few people see it and are quietly setting up while everyone else waits. The advantage isn't being early to the news. It's being early to the setup. Watch the interview, then see the setup in the article below. Bookmark this one.

Dario Amodei, CEO of Anthropic: "The average person on the street has no idea. And that's one of the things I'm trying to change." In a two-hour interview, the Anthropic CEO keeps circling one thing: almost nobody sees how fast this is moving. That blind spot is the opening. A few people see it and are quietly setting up while everyone else waits. The advantage isn't being early to the news. It's being early to the setup. Watch the interview, then see the setup in the article below. Bookmark this one.

Zephyr

126,578 次观看 • 2 个月前

The CEO of Anthropic just said the thing that ends a lot of careers: "Software is going to become cheap, maybe essentially free." He's not talking about 2030, his engineers already told him they don't write code anymore. "It may just cost a few cents to build an app" He said. What everyone expects is already happening where it’s being built.

The CEO of Anthropic just said the thing that ends a lot of careers: "Software is going to become cheap, maybe essentially free." He's not talking about 2030, his engineers already told him they don't write code anymore. "It may just cost a few cents to build an app" He said. What everyone expects is already happening where it’s being built.

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Demis Hassabis, CEO of Google DeepMind: "If I was to talk to a class of undergrads right now, I would be telling them to get really unbelievably proficient with these tools." In a 31-minute Davos panel, the DeepMind CEO gives the one piece of advice he'd hand anyone starting out. Not learn to code. Not get a degree. Get unbelievably good at running these tools. That proficiency is the skill the first solo fortunes are being built on. Watch the panel, then see what that skill looks like in the article below. Save this before it scrolls away.

Demis Hassabis, CEO of Google DeepMind: "If I was to talk to a class of undergrads right now, I would be telling them to get really unbelievably proficient with these tools." In a 31-minute Davos panel, the DeepMind CEO gives the one piece of advice he'd hand anyone starting out. Not learn to code. Not get a degree. Get unbelievably good at running these tools. That proficiency is the skill the first solo fortunes are being built on. Watch the panel, then see what that skill looks like in the article below. Save this before it scrolls away.

Zephyr

331,156 次观看 • 2 个月前

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

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Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

Puru Saxena

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CLAUDE CODE CREATOR: "BUILDING SOFTWARE IS GOING TO BE A SKILL LIKE KNOWING HOW TO SEND A TEXT MESSAGE." Boris Cherny, the creator of Claude Code, just made the most important prediction about software in years. His parallel: the printing press. Before the printing press, 10% of Europeans were literate. Their entire job was reading and writing for people who couldn't. In the 50 years after it was invented, more literature was published than in the thousand years before. Book costs dropped 100x. Literacy went from 10% to 70%. He believes the same thing is about to happen to software. Faster than 50 years. The best person to write accounting software isn't an engineer. It's a great accountant. Because knowing the domain is the hard part. Coding is just the tool. AI just made that tool available to everyone. Doctors will build medical software. Teachers will build education tools. Accountants will build accounting systems. Without a single engineer involved. We're not watching software get easier. We're watching it get democratized the way literacy did 600 years ago. Bookmark this post. The full interview is in the video below.

SCOTTY BEAM

10,786 次观看 • 3 个月前

Anthropic CEO Dario Amodei: "The cheapest way to use Claude is also the smartest. Most devs do the exact opposite." In 36 minutes, he breaks down the real economics behind every Claude model, and why running them all the same way is a mistake. Watch the full interview, then save the config below 👇

Anthropic CEO Dario Amodei: "The cheapest way to use Claude is also the smartest. Most devs do the exact opposite." In 36 minutes, he breaks down the real economics behind every Claude model, and why running them all the same way is a mistake. Watch the full interview, then save the config below 👇

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#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.”

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Anthropic CEO: "Software is going to become cheap, maybe essentially free." this 2-minute clip is the most important thing I watched this month. ↓ Save this before everyone copies the playbook Not only the people who refuse AI, but also those who think signing up for Claude counts as using it. the part nobody wanted to hear: > you don't need a co-founder who codes > you don't need $50K for an MVP > you don't need 6 months of development > you need Claude and one weekend most people will watch this and worry about their job. A few will open Claude this weekend and vibe code their first product. I used Claude to build my first product. No code. No cost. No CS degree. I did exactly this and documented the whole process step by step. Full guide in the article below.

Anthropic CEO: "Software is going to become cheap, maybe essentially free." this 2-minute clip is the most important thing I watched this month. ↓ Save this before everyone copies the playbook Not only the people who refuse AI, but also those who think signing up for Claude counts as using it. the part nobody wanted to hear: > you don't need a co-founder who codes > you don't need $50K for an MVP > you don't need 6 months of development > you need Claude and one weekend most people will watch this and worry about their job. A few will open Claude this weekend and vibe code their first product. I used Claude to build my first product. No code. No cost. No CS degree. I did exactly this and documented the whole process step by step. Full guide in the article below.

Khairallah AL-Awady

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Dario Amodei, CEO of Anthropic, just shortened your career timeline. His own engineers have stopped writing code. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most advanced AI on Earth are already being replaced by what they built. Not in theory. Not in a forecast. Inside the building. Right now. Amodei: “I think we might be 6 to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” Six to twelve months. Not from automating busywork. From replacing the full scope of what a software engineer does. Architecture. Logic. Debugging. Deployment. The entire chain. Software engineering is not some fading trade. It is the highest-paid, highest-demand, most protected skill the modern economy ever produced. And the man running a frontier lab just gave it a six-month shelf life. If the most technically sophisticated job in the economy falls first, nothing beneath it is safe. That is the inversion no one saw coming. The assumption was always that AI would eat from the bottom. Routine work. Data entry. Simple automation. It started at the top. Engineers first. Then analysts. Then strategists. Then the managers overseeing work that no longer needs them. The displacement doesn’t crawl upward. It cascades downward. Starting with the people closest to the technology itself. Amodei: “If I had to guess, I would guess that this goes faster than people imagine, and that that key element of code, and increasingly research, going faster than we imagine.” Not just code. Research. Hypotheses. Experiments. Interpretation. Discovery itself. If AI closes that loop, it doesn’t just write software. It improves itself. Every iteration compresses the timeline further. Amodei: “It’s very hard for me to see how it could take longer than a few years.” He is not selling optimism. He is setting a ceiling. A few years. Maximum. For AI to absorb the two most important intellectual functions in the economy. The window to position yourself is not a decade. It is already closing.

Dustin

16,132 次观看 • 5 个月前

$NVDA CEO Jensen Huang: This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it.

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“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 次观看 • 1 年前

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 次观看 • 3 个月前

New interview of Anthropic's CEO Dario Amodei on AI's job impact: Entry-level office work gets hit first. "Tthe first thing to be disrupted is these kind of entry-level white-collar jobs: data entry, document review for law, or the stuff you’d give a first-year in finance where you’re analyzing documents. I still think those are going pretty fast. But I actually think software might go even faster because of the reasons I gave. I don’t think we’re that far from models being able to do a lot of it end-to-end. What we’re going to see first is the model only does a piece of what the human software engineer does, and that increases their productivity. Then, even when the models do everything that human software engineers used to do, the human software engineers take a step up. They act as managers and supervise the systems." --- Video from "Interesting Times with Ross Douthat + New York Times Opinion + New York Times Podcasts" YT channel (link in comment)

New interview of Anthropic's CEO Dario Amodei on AI's job impact: Entry-level office work gets hit first. "Tthe first thing to be disrupted is these kind of entry-level white-collar jobs: data entry, document review for law, or the stuff you’d give a first-year in finance where you’re analyzing documents. I still think those are going pretty fast. But I actually think software might go even faster because of the reasons I gave. I don’t think we’re that far from models being able to do a lot of it end-to-end. What we’re going to see first is the model only does a piece of what the human software engineer does, and that increases their productivity. Then, even when the models do everything that human software engineers used to do, the human software engineers take a step up. They act as managers and supervise the systems." --- Video from "Interesting Times with Ross Douthat + New York Times Opinion + New York Times Podcasts" YT channel (link in comment)

Rohan Paul

343,163 次观看 • 6 个月前

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.

Dustin

318,698 次观看 • 6 个月前

The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.

The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.

Ethan Kho

138,027 次观看 • 6 个月前

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

vitrupo

28,367 次观看 • 7 个月前

Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

etn.

28,115 次观看 • 6 个月前

The CEO of Anthropic: "We might be six to twelve months away from when the model is doing most, maybe all, of what software engineers do end to end." In 30 minutes, Dario Amodei and Google DeepMind's Demis Hassabis break down the day after AGI. AGI timeline + self-improving models + the first jobs to go + who stays in control Worth more than a year of AI hot takes on your timeline

The CEO of Anthropic: "We might be six to twelve months away from when the model is doing most, maybe all, of what software engineers do end to end." In 30 minutes, Dario Amodei and Google DeepMind's Demis Hassabis break down the day after AGI. AGI timeline + self-improving models + the first jobs to go + who stays in control Worth more than a year of AI hot takes on your timeline

Phosphen

27,685 次观看 • 3 个月前