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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...

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David Senra

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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
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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

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Elon Musk: Do we want to be in many worlds, or forever confined to Earth? “There are so many things to worry about, so many things to be concerned about. There are many troubles in the world, of course, and these are important, and we need to solve them. But we also need things that make us excited to be alive, that make us glad to wake up in the morning and be fired up about the future and think the future is going to be great. Space exploration is one of those things. Becoming a space-faring civilization, being out there among the stars, this is one of the things that I know makes me glad to be alive. I think it makes many people glad to be alive. It's one of the best things. Really, we're faced with a choice: Which future do you want? Do you want a future where we become a space-faring civilization and are in many worlds and are out there among the stars, or one where we are forever confined to Earth? I say it is the first. And I hope you agree with me.” Starship Update, September 2019
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Elon Musk: Do we want to be in many worlds, or forever confined to Earth? “There are so many things to worry about, so many things to be concerned about. There are many troubles in the world, of course, and these are important, and we need to solve them. But we also need things that make us excited to be alive, that make us glad to wake up in the morning and be fired up about the future and think the future is going to be great. Space exploration is one of those things. Becoming a space-faring civilization, being out there among the stars, this is one of the things that I know makes me glad to be alive. I think it makes many people glad to be alive. It's one of the best things. Really, we're faced with a choice: Which future do you want? Do you want a future where we become a space-faring civilization and are in many worlds and are out there among the stars, or one where we are forever confined to Earth? I say it is the first. And I hope you agree with me.” Starship Update, September 2019

ELON CLIPS

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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
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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

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Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."
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Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

383,885 Aufrufe • vor 5 Monaten

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."
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Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

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Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys who are training and tuning models are even more leveraged because they’re building the tool set that software engineers are using. But software engineers still have two massive advantages on you. First, they think in code, so they actually know what’s going on underneath. And all abstractions are leaky. So when you have a computer programming for you—when you have Claude Code or equivalent programming for you—it’s going to make mistakes. It’s going to have bugs. It’s going to have suboptimal architecture. So it’s not going to be quite right. And someone who understands what’s going on underneath will be able to plug the leaks as they occur. So if you want to build a well-architected application, if you want to be able to even specify a well-architected application, if you want to be able to make it run at high performance, if you want it to do its best, if you want to catch the bugs early, then you’re going to want to have a software engineering background. The traditional software engineer is going to be able to use these tools much better. And there are still many kinds of problems in software engineering that are out of scope for these AI programs today. The easiest way to think about those is problems that are outside of their data distribution. For example, if they need to do a binary sort or reverse a linked list, they’ve seen countless examples of that, so they’re extremely good at it. But when you start getting out of their domain—where you have to write very high-performance code, when you’re running on architectures that are novel or brand new, when you’re actually creating new things or solving new problems, then you still need to get in there and hand code it. At least until either there are so many of those examples that new models can be trained on them, or until these models can sufficiently reason at even higher levels of abstraction and crack it on their own… And remember: there is no demand for average. The average app—nobody wants it, at least as long as it’s not filling some niche that is filled by a superior app. The app that is better will win essentially a hundred percent of the market. Maybe there’s some small percentage that will bleed off to the second-best app because it does some little niche feature better than the main app, or it’s cheaper, or something of the sort. But generally speaking, people only want the best of anything. So the bad news is there’s no point in being number two or number three—like in the famous Glengarry Glen Ross scene where Alec Baldwin says, “First place gets a Cadillac Eldorado, second place gets a set of steak knives, and third place you’re fired.” That’s absolutely true in these winner-take-all markets. That’s the bad news: You have to be the best at something if you want to win. However, the set of things you can be best at is infinite. You can always find some niche that is perfect for you, and you can be the best at that thing. This goes back to an old tweet of mine where I said, “Become the best in the world at what you do. Keep redefining what you do until this is true.” And I think that still applies in this age of AI.”
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Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys who are training and tuning models are even more leveraged because they’re building the tool set that software engineers are using. But software engineers still have two massive advantages on you. First, they think in code, so they actually know what’s going on underneath. And all abstractions are leaky. So when you have a computer programming for you—when you have Claude Code or equivalent programming for you—it’s going to make mistakes. It’s going to have bugs. It’s going to have suboptimal architecture. So it’s not going to be quite right. And someone who understands what’s going on underneath will be able to plug the leaks as they occur. So if you want to build a well-architected application, if you want to be able to even specify a well-architected application, if you want to be able to make it run at high performance, if you want it to do its best, if you want to catch the bugs early, then you’re going to want to have a software engineering background. The traditional software engineer is going to be able to use these tools much better. And there are still many kinds of problems in software engineering that are out of scope for these AI programs today. The easiest way to think about those is problems that are outside of their data distribution. For example, if they need to do a binary sort or reverse a linked list, they’ve seen countless examples of that, so they’re extremely good at it. But when you start getting out of their domain—where you have to write very high-performance code, when you’re running on architectures that are novel or brand new, when you’re actually creating new things or solving new problems, then you still need to get in there and hand code it. At least until either there are so many of those examples that new models can be trained on them, or until these models can sufficiently reason at even higher levels of abstraction and crack it on their own… And remember: there is no demand for average. The average app—nobody wants it, at least as long as it’s not filling some niche that is filled by a superior app. The app that is better will win essentially a hundred percent of the market. Maybe there’s some small percentage that will bleed off to the second-best app because it does some little niche feature better than the main app, or it’s cheaper, or something of the sort. But generally speaking, people only want the best of anything. So the bad news is there’s no point in being number two or number three—like in the famous Glengarry Glen Ross scene where Alec Baldwin says, “First place gets a Cadillac Eldorado, second place gets a set of steak knives, and third place you’re fired.” That’s absolutely true in these winner-take-all markets. That’s the bad news: You have to be the best at something if you want to win. However, the set of things you can be best at is infinite. You can always find some niche that is perfect for you, and you can be the best at that thing. This goes back to an old tweet of mine where I said, “Become the best in the world at what you do. Keep redefining what you do until this is true.” And I think that still applies in this age of AI.”

Naval

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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 Moubeche
1:30

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 Moubeche

a16z

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1:50

YC's Diana Hu: 'Good Enough' vs. Top 1% Software of Engineers "There's going to be a generation of software engineers that are good enough because it's so easy to retool there with code gen tools. The barrier to enter is so low. But to be exceptional, like the top 1%, you're going to need to get into deliberate practice." Diana on Y Combinator's Lightcone Podcast

Overlap: Business & Tech

82,685 Aufrufe • vor 1 Jahr

Ron Baron this morning says $TSLA will reach $2,500 in 10 years, then it will 4x after that. “I don't think anyone believes, who works at Tesla, that their not going to make five or six or seven times in 10 years and four or five times again after that. I think that, you know, I'm thinking about $2,500 of where his stock's going to be, and I think it's going to be four times that.“
1:20

Ron Baron this morning says $TSLA will reach $2,500 in 10 years, then it will 4x after that. “I don't think anyone believes, who works at Tesla, that their not going to make five or six or seven times in 10 years and four or five times again after that. I think that, you know, I'm thinking about $2,500 of where his stock's going to be, and I think it's going to be four times that.“

Nic Cruz Patane

724,113 Aufrufe • vor 8 Monaten

De'Aaron Fox: "Obviously I'm not shooting the ball as much. But coming here, I knew that was the way that it was going to be. As a player, you sacrifice for the betterment of the team. There are times where I need to take shots or times where I don't take as many shots, but at the end of the day, you need to make the shots that you take"
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De'Aaron Fox: "Obviously I'm not shooting the ball as much. But coming here, I knew that was the way that it was going to be. As a player, you sacrifice for the betterment of the team. There are times where I need to take shots or times where I don't take as many shots, but at the end of the day, you need to make the shots that you take"

Oh No He Didn't

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🐶 There's something I want to ask all of you. As Wheeinie, as Jung Wheein. There might be times where I want to go on a break right. For example a break after album promotions, or when I need a breather. And I'd like to go somewhere like Jeju or somewhere overseas to live for a month or two before, what do all of you think? It's ok? I can do it? : Unnie you've been wanting to do this for a long time, please just go 🐶 But people for a schooling or working, you should know this. Living somewhere else for a month, it's a difficult decision to make. Because you have to move things backwards if you were to do it. But I really want to try to do it at least once. I felt many things whenever I go on vacations. Rather than saying I'm seeing more things than my daily lives, it makes me think of my 2nd life. I'm the type that has alot of thoughts. I want to leave and go see things out there too., so in the future.. I think I need that too (living somewhere else for a month or 2). If all of you are ok to wait for me, I would love to go on a trip like that too. #MAMAMOO #WHEEIN #마마무 #휘인
2:24

🐶 There's something I want to ask all of you. As Wheeinie, as Jung Wheein. There might be times where I want to go on a break right. For example a break after album promotions, or when I need a breather. And I'd like to go somewhere like Jeju or somewhere overseas to live for a month or two before, what do all of you think? It's ok? I can do it? : Unnie you've been wanting to do this for a long time, please just go 🐶 But people for a schooling or working, you should know this. Living somewhere else for a month, it's a difficult decision to make. Because you have to move things backwards if you were to do it. But I really want to try to do it at least once. I felt many things whenever I go on vacations. Rather than saying I'm seeing more things than my daily lives, it makes me think of my 2nd life. I'm the type that has alot of thoughts. I want to leave and go see things out there too., so in the future.. I think I need that too (living somewhere else for a month or 2). If all of you are ok to wait for me, I would love to go on a trip like that too. #MAMAMOO #WHEEIN #마마무 #휘인

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Elon Musk: I'm glad to be back in technology. “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Interview at Y Combinator, June 16, 2025
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Elon Musk: I'm glad to be back in technology. “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Interview at Y Combinator, June 16, 2025

ELON CLIPS

66,157 Aufrufe • vor 1 Jahr

ELON MUSK: “If you're a normal human being and you speak freely, there are times when you will say things that you subsequently regret or are foolish, of course! But if you're constantly going through a filter, now you're not being real. So I think it's better to be real than to go through a filter”
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ELON MUSK: “If you're a normal human being and you speak freely, there are times when you will say things that you subsequently regret or are foolish, of course! But if you're constantly going through a filter, now you're not being real. So I think it's better to be real than to go through a filter”

Mars University

111,481 Aufrufe • vor 4 Monaten

ELON: I’M GLAD TO BE BACK IN TECHNOLOGY “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Source: Elon Musk Interview at Y Combinator, June 16
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ELON: I’M GLAD TO BE BACK IN TECHNOLOGY “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Source: Elon Musk Interview at Y Combinator, June 16

Mario Nawfal

42,186 Aufrufe • vor 1 Jahr

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)
0:38

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 Aufrufe • vor 5 Monaten

Elon Musk: I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. “If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So I'm used to being in a maximally truth-seeking environment, and that's definitely not politics.” Source: Interview at Y Combinator, June 16, 2025
0:24

Elon Musk: I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. “If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So I'm used to being in a maximally truth-seeking environment, and that's definitely not politics.” Source: Interview at Y Combinator, June 16, 2025

ELON CLIPS

98,359 Aufrufe • vor 1 Jahr

"Just because you are good enough to be in the NBA doesn't mean you're supposed to be (there). It's a lot of people that are not in the NBA that probably could be, but certain things don't work out." -- Mike James, the Euroleague all-time leading scorer
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"Just because you are good enough to be in the NBA doesn't mean you're supposed to be (there). It's a lot of people that are not in the NBA that probably could be, but certain things don't work out." -- Mike James, the Euroleague all-time leading scorer

HoopsHype

81,267 Aufrufe • vor 17 Tagen

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.”
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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.”

Stripe

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Jarren Duran: "One of these times we're going to put together what we do in the 9th the whole game, and we're going to go on a run and it's going to be sick."
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Jarren Duran: "One of these times we're going to put together what we do in the 9th the whole game, and we're going to go on a run and it's going to be sick."

Tyler Milliken

75,387 Aufrufe • vor 1 Monat

Will these people finally understand that we've had enough or do more people need to lose their lives? The line has been crossed multiple times and it's time to take off the gloves. This cannot be forgotten in a few hours. It needs to stop. NOW.
2:25

Will these people finally understand that we've had enough or do more people need to lose their lives? The line has been crossed multiple times and it's time to take off the gloves. This cannot be forgotten in a few hours. It needs to stop. NOW.

Gunther Eagleman™

38,606 Aufrufe • vor 7 Monaten