Anthony Pompliano

Now, something he said when he's talking about AI agents and he's also talking about Python, the first word that comes to my mind is clawed, right?

I don't really look at Gemini 3 and ChatGBT.

I see them as search replacement, like 80% of what's going on.

I'm pulling that number out of the air.

I think a huge, huge, huge percent of it, is it 80, is it 85?

I don't know.

Is search replacement, doing search better, getting contextualized answers because you can ask a question of search.

That's what I see, Jim, and I through your chat, GBT.

And I see that as a utility for the people that are office workers.

They're turning that.

They can get more information faster.

Like McKinsey said, you can get the diligence report there.

But when I start to look at Claude.

and Claude cranking out in Python that now I can go do things with, and creating out the agents, suddenly I believe that, you know what?

You've got analysts.

Let's go ask Fred in tax.

Well, maybe Fred is still in tax over at...

McKinsey, but it's not Fred and 10 humans anymore.

It's Fred and four humans who are harnessing things like Claude writing the AI agents.

So that's the barbell effect.