Azeem Azhar

Peter, you have summed it up so beautifully and neatly skirted around the bubble or boom question without saying either word, which is really, really wonderful.

That is all the time, all we have time for today.

Thank you so much for one of the most rigorous attempts to answer some of the questions that we are all asking and many people are hand-waving about.

Thanks for listening all the way to the end.

If you want to know when the next conversation is released, just hit subscribe wherever you're listening.

That's all for now and I'll catch you next time.

Coming into 2026, things feel a little bit different.

The moment is somewhat unusual.

It's charged by, I think, a maturation of what we've seen from AI tools, a promise of the last seven or eight years.

And so I wanted to start this year by grounding us in something different and something simple, the way in which AI is already showing up in my day-to-day.

and how that's changed in the last two or three months and what that means for the year ahead.

So let's get back to this sensation that I have felt and experienced over the last few weeks.

It really feels that some of the AI tools crossed some part of the uncanny valley.

And what it feels like right now for me is I have maybe 50, maybe 100 people working for me in addition to my brilliant team.

Not metaphorically, but it's just in terms of actual velocity.

And what has really driven that has been the ability for these systems to write code.

really good code and become more and more reliable in the analysis they do.

Things that have sat at the bottom of my to-do list for months are now done.

They're done in an hour.

They're done for a few dollars.