Alex Heath

All these think boys and these AI marketers that are just going crazy on X about all this stuff.

I'm of two minds.

I do appreciate what they're experiencing, which is, if they're engineers, a key part of their lives quickly changing before their very eyes in a very fast clip.

And I do think there is a bit of a gap between the rest of the world that is not experiencing that.

and is just experiencing ChatGPT, which, you know, will still add an extra finger to a hand or something like that.

And then these coding systems building apps and software, you know, one-shotted.

So will that generalize is the debate.

How quickly will it generalize to other domains?

I think if one of these labs comes out and says we've solved, you know,

It's called continual learning, but this idea of the LLM continues to learn and build on itself, that's probably another sea change moment.

People think that's maybe next year, not this year.

But a lot of these stocks that are getting sold, they have...

you know, long-term enterprise contracts, you know, Figma, I think is an early interesting example, right?

Like Figma does giant fortune 500, you know, many, many seat deployments has a huge network effect of like people using it together on teams.

I don't see tools like that getting completely destroyed in the near term, maybe in the long term, but I think everyone's jittery and everyone's looking for a reason to sell.

So any new thing gives you that opportunity.

It is.

I think also if you're an AI researcher who has been relatively invisible inside of one of these companies, and I don't want to suggest that these people don't mean well or they don't believe what they're saying, but your departure note is your claim to fame.

It is the way you can paint... Seriously, I mean, it's the way you can plant your flag

and hopefully maybe use it to raise money if you go start a company, right?