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Cursor’s founder on why AI makes the next engineer more valuable, not less. The New York Times spends ~$150M-$200M a year on software R&D, even though most people do not think of it as a software company. Professional software engineering is still far from solved because building a new...

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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.”
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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.”

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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.
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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.

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.Amjad Masad : Creating software is going to be one of the most exciting areas. The average person will soon be as capable as what a senior software engineer is today, as we shift from doing the work to directing it. Instead of coding line by line, you’ll run multiple agents in parallel, building the frontend, refactoring the database, shipping features, all in the background. On top of that, you’ll have a clean interface to design and interact with AI more creatively. Software creation is moving from execution to orchestration, and soon, it won’t be a specialised skill, it’ll be the baseline.
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.Amjad Masad : Creating software is going to be one of the most exciting areas. The average person will soon be as capable as what a senior software engineer is today, as we shift from doing the work to directing it. Instead of coding line by line, you’ll run multiple agents in parallel, building the frontend, refactoring the database, shipping features, all in the background. On top of that, you’ll have a clean interface to design and interact with AI more creatively. Software creation is moving from execution to orchestration, and soon, it won’t be a specialised skill, it’ll be the baseline.

Extraordinary

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Andrew Ng, co-founder of Google Brain and Coursera, on the worst career advice being given about AI right now: He doesn't mince words about what he's hearing from supposed experts: "As early as earlier this year and certainly last year, there are a few people advising others to stop learning to write code because AI will automate it." His reasoning is rooted in a historical pattern most people miss: "As something becomes easier, more people should do it, not fewer. When the world moved from assembly language to COBOL, there were actually articles saying, 'Well, we now have COBOL. Programming is so easier. Looks like we don't need programmers anymore.' But the opposite happened." Andrew believes the same thing is happening now with AI-assisted coding: "As we now have AI assisted coding, a lot more people should be coding. And I think the demand for software, custom software, has no practical ceiling. So the cost of software engineering comes down, which it is, we'll just get more and more great software out in the world." But here's where the advice gets uncomfortable for experienced engineers. Andrew Ng is honest about what he's seeing on the ground: "It is true that a fresh college grad that is really on top of AI will outperform a full stack engineer with 10 years of experience that is still doing things they were back in 2022, 3 years ago before GenAI." However, there's a nuance most people miss when they hear that stereotype: "The other piece that is less well appreciated is the best engineers I know are not fresh college grads. They're actually very experienced engineers that deeply understand architecture and the conceptual framework of how to think about computers and additionally are on top of AI and on top of these AI skills."
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Andrew Ng, co-founder of Google Brain and Coursera, on the worst career advice being given about AI right now: He doesn't mince words about what he's hearing from supposed experts: "As early as earlier this year and certainly last year, there are a few people advising others to stop learning to write code because AI will automate it." His reasoning is rooted in a historical pattern most people miss: "As something becomes easier, more people should do it, not fewer. When the world moved from assembly language to COBOL, there were actually articles saying, 'Well, we now have COBOL. Programming is so easier. Looks like we don't need programmers anymore.' But the opposite happened." Andrew believes the same thing is happening now with AI-assisted coding: "As we now have AI assisted coding, a lot more people should be coding. And I think the demand for software, custom software, has no practical ceiling. So the cost of software engineering comes down, which it is, we'll just get more and more great software out in the world." But here's where the advice gets uncomfortable for experienced engineers. Andrew Ng is honest about what he's seeing on the ground: "It is true that a fresh college grad that is really on top of AI will outperform a full stack engineer with 10 years of experience that is still doing things they were back in 2022, 3 years ago before GenAI." However, there's a nuance most people miss when they hear that stereotype: "The other piece that is less well appreciated is the best engineers I know are not fresh college grads. They're actually very experienced engineers that deeply understand architecture and the conceptual framework of how to think about computers and additionally are on top of AI and on top of these AI skills."

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"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
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"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

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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.
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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

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Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with
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Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with

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Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.
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Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.

Karl Mehta

14,140 Aufrufe • vor 1 Monat

Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used to be gated; now everyone has the power to make computers malleable. Everyone is a software developer now, but that does not mean they are software engineers 4. If you cannot demonstrate how a coding agent works, you are just a consumer and have imposed an artificial glass ceiling on your career as a software engineer. 5. If you are curious, you will have a job. If you have not been curious in the last two years, you are replaceable. 6. SaaS per-seat economics may become unstable as customers need fewer people to achieve results, prompting founders to think about new unit economics 7. Most companies will take two or three years (or more!) to figure out AI transformation. 8. Some companies are already building AI native teams of five to ten people who can build with the grain of AI 9. There will be an explosion in the number of software developers. Software development is now essentially free, and tokens are cheaper than humans 10. Not enough engineers know what it means to be a product engineer 11. JIRA ticket monkeys are cooked 12. If your company has banned AI, you should quit that company 13. AI is more like a musical instrument than just a tool play with it, make discoveries, build intuition learn where AI is good and where it fails
14:55

Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used to be gated; now everyone has the power to make computers malleable. Everyone is a software developer now, but that does not mean they are software engineers 4. If you cannot demonstrate how a coding agent works, you are just a consumer and have imposed an artificial glass ceiling on your career as a software engineer. 5. If you are curious, you will have a job. If you have not been curious in the last two years, you are replaceable. 6. SaaS per-seat economics may become unstable as customers need fewer people to achieve results, prompting founders to think about new unit economics 7. Most companies will take two or three years (or more!) to figure out AI transformation. 8. Some companies are already building AI native teams of five to ten people who can build with the grain of AI 9. There will be an explosion in the number of software developers. Software development is now essentially free, and tokens are cheaper than humans 10. Not enough engineers know what it means to be a product engineer 11. JIRA ticket monkeys are cooked 12. If your company has banned AI, you should quit that company 13. AI is more like a musical instrument than just a tool play with it, make discoveries, build intuition learn where AI is good and where it fails

geoff

59,816 Aufrufe • vor 1 Monat

📁 Sam Altman says that even though building software is now dramatically easier, building a real business is still just as hard. AI removes technical barriers, but it does not solve the scarcest resource, human attention. Even in a world of radical abundance, distribution and focus remain the bottleneck. The edge will not be speed, but creativity and building things that truly matter.
1:21

📁 Sam Altman says that even though building software is now dramatically easier, building a real business is still just as hard. AI removes technical barriers, but it does not solve the scarcest resource, human attention. Even in a world of radical abundance, distribution and focus remain the bottleneck. The edge will not be speed, but creativity and building things that truly matter.

Jon Hernandez

44,084 Aufrufe • vor 6 Monaten

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"
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Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

X Freeze

109,071 Aufrufe • vor 2 Monaten

Ray Kurzweil says the world is rapidly moving towards AI -- hardware and software will improve 10x over the next year AI will become even more part of daily life. so, "not teaching AI in college means preparing people for a world that doesn’t exist"
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Ray Kurzweil says the world is rapidly moving towards AI -- hardware and software will improve 10x over the next year AI will become even more part of daily life. so, "not teaching AI in college means preparing people for a world that doesn’t exist"

Haider.

123,765 Aufrufe • vor 1 Jahr

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.
2:27

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

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Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
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Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 Aufrufe • vor 2 Monaten

Irish Rail says it is required to pay €3 million a year to the developers of a major new software project, even though it has written off the software as effectively worthless. The ill-fated Traffic Management System has so far cost more than €50 million. 📺 More on Virgin Media PLAY
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Irish Rail says it is required to pay €3 million a year to the developers of a major new software project, even though it has written off the software as effectively worthless. The ill-fated Traffic Management System has so far cost more than €50 million. 📺 More on Virgin Media PLAY

Virgin Media News

21,803 Aufrufe • vor 15 Tagen

The new bar for software: "can I vibecode this?" We’re heading into a world of personal software — built for one person and their needs — and premium software, designed with such depth that you’re buying a solution, not a tool. Most software today sits in the middle. And the middle is death. As the market catches up to our new reality, it won’t just be the ai bubble popping — it’ll be a lot of traditional SaaS getting wiped out (From my recent Kinference talk.)
0:45

The new bar for software: "can I vibecode this?" We’re heading into a world of personal software — built for one person and their needs — and premium software, designed with such depth that you’re buying a solution, not a tool. Most software today sits in the middle. And the middle is death. As the market catches up to our new reality, it won’t just be the ai bubble popping — it’ll be a lot of traditional SaaS getting wiped out (From my recent Kinference talk.)

Carl Rivera

98,551 Aufrufe • vor 8 Monaten

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)
0:59

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 Aufrufe • vor 2 Monaten

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.
1:25

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Karl Mehta

13,780 Aufrufe • vor 1 Monat

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

In many cases, the best AI companies aren't replacing software. They're giving it a login. Every software company for years has made the same pitch to manufacturers: clean APIs, migrate your stack, rip out your ERP It rarely works well. The ERP is the company brain. Years of data. You can't rip it out any more than you can rip out someone's memory nikolas & Co-Founder lukas figured out the obvious thing that everyone missed Stop trying to replace the software. Give an AI employee a login instead. Walter signs into SAP, Microsoft Dynamics 365, and Oracle the way a new hire would Ready to go from day 1. Works out of Teams and email like the rest of the team. Reads orders. Enters them. Places supplier POs. Catches pricing errors before they ship... Not another dashboard. Not another integration project. Not another rip and replace. A purchase order that used to take 15 minutes now takes a few seconds. The insight came from a $ 100M+ manufacturer who had a full-time employee doing nothing but typing purchase orders into an ERP Not because the work was valuable. Because the software demanded it. With Walter, your software stays. The manual work disappears. 🎙️ nikolas, CEO & Co-Founder of Walter on Fondo.com START Huge thanks to Corgi for making this episode possible!
2:03

In many cases, the best AI companies aren't replacing software. They're giving it a login. Every software company for years has made the same pitch to manufacturers: clean APIs, migrate your stack, rip out your ERP It rarely works well. The ERP is the company brain. Years of data. You can't rip it out any more than you can rip out someone's memory nikolas & Co-Founder lukas figured out the obvious thing that everyone missed Stop trying to replace the software. Give an AI employee a login instead. Walter signs into SAP, Microsoft Dynamics 365, and Oracle the way a new hire would Ready to go from day 1. Works out of Teams and email like the rest of the team. Reads orders. Enters them. Places supplier POs. Catches pricing errors before they ship... Not another dashboard. Not another integration project. Not another rip and replace. A purchase order that used to take 15 minutes now takes a few seconds. The insight came from a $ 100M+ manufacturer who had a full-time employee doing nothing but typing purchase orders into an ERP Not because the work was valuable. Because the software demanded it. With Walter, your software stays. The manual work disappears. 🎙️ nikolas, CEO & Co-Founder of Walter on Fondo.com START Huge thanks to Corgi for making this episode possible!

David J Phillips

58,965 Aufrufe • vor 1 Monat