Scott Wu: prediction

Transcript context

…There's something you shared when we were chatting before we started recording around the growth of previous transformative technologies were very hardware oriented and there was a limiting factor to their growth and AI is not that. Can you just share that insight? For a number of reasons? I think AI is going to be the biggest technology shift of our lives, but I think one thing, which is what we were just talking about before this, which is most of the big tech revolutions that we've had over the last 50 years, I mean, I'm thinking about personal computer and the internet and the mobile phone and stuff, they all had this big hardware component that was a big part of the distribution. And so you had the internet, and initially it was just these universities that were talking with one another, but obviously over time we got the whole world plugged into the internet and it took years and years and years. Same thing was true with mobile phones. Same thing was true with PC. And the thing that's interesting about that in particular, which is I would say we're already seeing the effects of that, is in these hardware distribution machines, obviously there's a lot that depends on real time. And so folks who were building for those industries saw their market grow and grow and grow basically steadily year over year as the number of people with mobile phones increased, as the number of people connected to the internet increased. And many of those businesses, it's still crazy to think, but many of those businesses got started right in the beginning. I mean, Apple and Microsoft were started right around the same time. And same is true for a lot of the great internet businesses or wherever, but certainly it was something that touched whole world with time or a large fraction of the whole world. And it had a really massive impact, but it took place over several years because of the time that it took. And I think one of the things which is already I'd say different in AI, is just how explosive the technology can be. Once AI could, and I think we're firmly past the inflection point in AI code where it's, as an engineer, if you're not using AI at all to write code, I mean you're falling behind honestly. And it is a technology that everyone should have and should be using, and there's no kind of weight on hardware distribution that is causing that. It means that the space is just growing so exponentially, basically. Michael Ballin has this interesting point that cliches are cliches because they're so true and that's why they're cliches. I heard that a million times and I think it's like people hear this like, "Yeah, yeah, I know," but it's actually insane what is happening. That's why you're here to help us through this transition.…

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