Azeem Azhar

And that works in two ways.

So in one way, it might be that you save money because you can ship a better product with the same number of developers.

It might work another way, which is that in order to keep your product relevant in the market, you've now got to pay someone

to provide AI services for it.

And I think a lot of business services companies with software on the web are finding this at the moment.

In order to stay relevant, they have to provide an AI add-on.

They're maybe charging $20 a month for it, but it's costing them $25 a month.

But if they don't do it,

they will lose customers.

So that's the threefold way in which we get to this number.

And I think it's also worth knowing that these are big numbers today already.

The amount that goes in online advertising and buying software is well over a trillion dollars a year, and it's already growing at 14% a year.

So I think part of the question is, how much could AI increase that growth rate?

And how much would it displace

existing companies who are not using AI.

And so there is a journey.

I think one of the big investment banks talks about a trillion dollars of revenue a year in 2030, which, you know, it's not a shoo-in, but it's not completely pie in the sky.

You know, it's somewhere in between.

Wow.

Well, I mean, that would be really grim.