Dan Shipper: prediction

Transcript context

…This is more profound than it may even sound. What I'm hearing is instead of AI being baked into SaaS tools, what you're predicting here is the SaaS tools will run within Codex or Claude Code? ... code. That is one really important second order effect of this is ... Okay, so yeah, I'm using Proof or really any website, maybe PostHog or whatever, and I'm doing it inside of my agent and the agent has access to the website. So, it has access to everything that I have access to, and it has access to my whole computer. When I run the agent on that website, I'm using my tokens. I'm not using the vendor's tokens, I'm not using the app's tokens. And so, it puts SaaS back in this place where yeah, you want to make it friendly for an agent and everyone's got a CLI now, you want to make the HTML really usable. You want to make sure that anything that happens in the CLI shows up for the user immediately, all that kind of stuff. There are a lot of issues to deal with. But once you do that, you actually don't really need to think about having an AI surface that's primarily going to be the thing that users use in the sense that you don't need to build an agent necessarily into your product. I think you can, and there's another really interesting bifurcation of this that we should talk about, which is that having two agents is better than one. But I think for now there's this really cool thing where with Proof, for example, anyone who uses it, I don't pay for tokens because they bring their AI to Proof. And so, it changes what you build as a SaaS company and you build it now for both humans and agents to use at the same time, and it changes your margins back to, well, I don't really have to pay for tokens anymore because the user's going to bring AI. So, I think this is a huge deal. So, what you're describing here is more and more work that we do, more and more professional work, is it just going to happen within Codex or Claude Code? Where does Cursor fit into this? Is there potential there?…

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