Likes optimistic takes about AI.

Transcript context

…I'm going to go with my hottest take, and this is the take that I have the least evidence for. So let's just start with that. I have other more well-reasoned takes to give you, but this is my hottest one, which is I think that AI may be one of the biggest force for reshoring American jobs. And so I think everyone is worried about it unemploying people. And for sure, it will change the skills needed to do the jobs that you're doing, but I think it may actually reshore a lot of jobs, and it'll do that in two ways. One is, there are a lot of expensive services that rich people and big companies are paid for right now, so in-house counsel or call center or whatever. And what cheap intelligence does is it makes those kinds of things affordable for small companies and individuals. So it stimulates demand. The other thing that it does is it allows people who are in those jobs to serve more people cheaply. It may not get rid of customer service, for example, but it may allow 10 people in the Midwest, who would normally be working at a call center, to serve hundreds of thousands or millions of people. Maybe that's too much, but a lot more people than they would ordinarily if they were the ones on the phone all the time. And so it becomes much more cost-effective for American companies to hire people in the US. And I think the people in the US are going to be better, in a lot of cases, at using these AI tools to do work. So I think it may actually make it more effective to have those jobs in the US run by people sitting in the US who are using it to get work done. And also, the model companies are here too. So there's a lot of American stuff happening, and you can decide whether or not you think that's a good thing, but I think it's quite lost in the conversation over whether AI will get rid of jobs. I like optimistic takes about AI, so this is great. And to your point, TBD if this is good for other countries, but good for the US. What else? What else you got? What other hot takes? Okay. Another big hot take, and this is less contrarian and more just, I think, people are truly sleeping on it. I think people are truly sleeping on how good Claude Code is for non-coders. And I'll extend this to not just Claude Code, but Google just came out with the Gemini CLI command-line interface. So things like that. And I'll tell you for people who are listening that don't know what Claude Code is. Claude Code is just the command-line interface. It's those black terminals that programmers use. It's a command-line interface that you can boot up. It has access to your file system, it knows how to use any kind of terminal command and it knows how to browse the web, all that kind of stuff. You can give it something to do and it will go off and it'll run for 20 or 30 minutes and complete a task autonomously, agentically. Especially with Claude Opus 4 that just came out, it's this gigantic leap forward in AI's ability to work by itself. And Claude Code can even spawn multiple sub-agents that do a bunch of tasks in parallel and it's incredibly useful for programmers. Everybody inside of Every is using it all day, every day. Everyone's agent-pilled. They've got 15 agents doing all this kind of stuff. It's crazy. But non-programmers don't use it because it's intimidating to use the terminal. But for example, you can download all your meeting notes and put it in a folder and just be like, "Okay, I want you to read every single one of my meeting notes and tell me..." Something that I do, for example, is, "Tell me all the time that I subtly avoided conflict." And it writes a little to-do list for itself. It can have a little notebook, it can go and read each little thing and then write into its notebook, go down its to-do list and give you a summarized answer over multiple turns. So it's not just stuffing everything into context, which is what you'd be doing with ChatGPT chat or a regular Claude chat. It's actually processing every single file that you give it. And so I think it's incredibly powerful for any kind of task that involves processing a lot of text.…

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