Speaker unverified: uncertainty

Transcript context

…My worry is actually that people start to wall off parts of the internet. So you get not only like a dead internet, but also closed gardens, closed walls internet, walled garden internets. Where like, you know, in China you have like, I live in like the Baidu universe and then the other, your other friend goes like, I live in the Tencent universe. You know, the BATs just like carve up China. And like, I don't think that's what we want. like a fully open and interoperable web. And so like, Cloudflare going like, we'll just ban some agents that are not part of Cloudflare, but then if you're within Cloudflare, you're fine. And I'm just like, well, you know, I don't know if that's like the ethos of the open internet that we want. And then the same, by the way, like I'm not picking on Cloudflare, like the same will happen. So like OpenAIs and Vercel bans and what have you. So, I do, I do think like we do need to scale. I do think like what Graphite and Curse Origin are doing is fantastic, needed to be done, and like I would just observe there's a structural mismatch here, like it's just unfair to GitHub that like anyone good at GitHub who like would be able to solve the problem. can solve it at Microsoft, and you can get a really good level, I don't know, 50, whatever pay of like, I don't know, 300K. Or you can go to Cursor and effectively get 5 million a year doing the same thing. But like, you know, you're the cool sexy one. And like, it's very interesting, right? When does that switch from like, oh, a startup can never beat an incumbent to the startup is actually preferred to the incumbent. And this, and GitHub has somehow gotten itself there. the degree of scaling, right? Like we talk about, okay, GitHub is 14x in terms of number of commits, but also 10x in every other dimension of parallelism or CICD and all those things, right? Like it just induces so much infrastructure demand that it's not human, it's probably wasteful, that we're not like really set up for, but we're just paying for it anyway, which is good because at least the economics are worked out. But like in terms of like number of CPUs in the world that we, in our cloud that we need, We're running to real shortages of everything, not just GPUs, but also CPU and memory. And the sandbox companies, the E2Bs and Daytonas of the world, they're going at least 50% month to month every month for the last like year or 18 months or so. And like it's stupid amount of like just slop that's just like kind of spewing out from agents. And like, you know, I get so much, like, you know, I run a large newsletter and every time I send it out, I get so much replies from claws reading the mails and trying to reply to me. And I know there's no human on the other side, right? But I have to manually go and block these claws from replying because this is just clogging up my inbox. So then I need an agent on my inbox to read their agent's emails. man on the other side, right? But I have to manually go and block these claws from replying because this is just clogging up my inbox. So then I need an agent on my inbox to read their agent's emails. And so this is just all like a huge giant recursive ******** and I stopped reading emails, right? Like, it's terrible. I don't know what to do about it. I just think, like, you know, when you talk about scaling infrastructure, like that's a very human story that is really happening, you know, and we haven't given these agents money yet. Imagine what happens when they all have wallets, they all have stablecoins, and they're all buying and selling, and we don't know what the hell is going on. That scale is pushing companies to rebuild their own tools from scratch. We asked whether they're pulling their systems of record back in-house, away from SAS.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.