I think AI should be helping us tens of thousands of times per day. But the problem is like at least if I think of myself, like I work on this stuff. I know I should be using AI for everything, but I'm too lazy to like type out that many prompts and I am too uncreative to figure out all the ways that AI can help me.You know, I still am at the point where when I use AI to do something cool like prep for this conversation with you, I'm like kind of proud of myself. I'm like, "Oh, cool. I managed to use AI in ...

You still need software engineers today. You still need designers. I'm a PM.Do you need PMs. You know, you can have some fun jokes about that. I don't think you need them.>> Today, joining us in the hot seat, we have Alexander and Bericos, product lead for Codeex at OpenAI. This is an incredible discussion. Time to get the notebook out.>> For me, the most exciting future with AI is one where everyone just feels like a superhuman, like empowered by AI. And for that, we need tools that everyone feels fluent w ...

You still need software engineers today. You still need designers. I'm a PM.Do you need PMs. You know, you can have some fun jokes about that. I don't think you need them.>> Today, joining us in the hot seat, we have Alexander and Bericos, product lead for codeex at OpenAI. This is an incredible discussion. Time to get the notebook out.For me, the most exciting future with AI is one where everyone just feels like a superhuman, like empowered by AI. And for that, we need tools that everyone feels fluent with ...

repa level number one use case for both is product teams building prototypes that is all revenue Figma should have Figma make is a failure and I don't mean to be dramatic but I think folks at Figma if they're honest would agree like they thought this was revolutionary but that is 300400 million of AR Figma should own they should own this lovable and replet should not be owning product prototyping and development for product people Figma should own this they don't they missed a whole generation. ...

What's the commonality between Service Now, Salesforce and Shopify. It seems like nothing. But actually, they all could be abstracted away into a database.Even Shopify can't. If I am shopping on chat GBT, I may not go to that merchant store ever. And in the short term, it doesn't hurt Shopify because it is the plumbing of the store, right.And it takes a piece of the GMV, but ultimately, if the future of e-commerce is conversational commerce and it does not happen on the Shopify platform, that is not a net p ...

I believe every platform that is open is at risk that an agent is better than the native platform and every platform that is closed is at risk of being at least slightly bypassed. And that's the risk is that I haven't logged into Salesforce in 6 months, but we use it every every minute. Our agents use it every minute.I think it would be disingenuous to say that couldn't happen to Shopify. That agentic commerce agents part of discovery is going to happen on my sofa. Don't get me wrong, but all the stuff that ...

You've never seen a company grow [music] 10x in gap revenue and runway yearon year for 3 years. So you're leaning into the singularity here. Now it's worth pointing out it is my favorite show of the week.Rorio Driscoll, Jason Lanin analyzing the biggest news in tech. >> Wall Street has decided this is the bet they want to make. Capital has decided this is the bet they want to make. People are going to try and make this bet.Wall Street fell in love with AI and to do that had to fall out of love with SAS, rig ...

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall St ...

If I meet investors today that haven't actually downloaded and tried to build something themselves, I think they don't have the skill set to make an evaluation of the company they're looking at. I think it's so critical to actually just understand how powerful these tools are today before you make those decisions. ...

have a funny story where like I was down in Brazil meeting David when he was just leaving Sequoia starting and you know we had a fantastic conversation we talk about the future of banking and then he sends me an email which was like hey Sebastian would you like to like advise me a little bit I'm starting this new company and I was like I'm sorry I don't have the time so I lost out on a lot of a lot I would have been a great angel investor there but that's how life goes yeah you know that's how life goes >> ...