Azeem Azhar

I think the other couple of things I didn't talk about in my predictions, one was about humanoid robots.

So

You know, I don't think we're at the chat GPT moment for humanoid robots yet, but there's definitely been a lot of news coverage with it, you know, figure expanding the use of humanoid robots in BMW factories.

So did I miss out on that as a trend?

I'm not sure, but I do know we need to share some of our modeling around it, share some of our cost curves and why we think from those data that humanoid robots will be a big thing.

So that's something that you should look out for in exponential view.

And I think the final thing that I didn't really talk about, and I think I should have done, is made some kind of prediction of what would happen with the workforce, with productivity in companies, with jobs, a range of associated questions, right?

Will companies be able to use this well?

Will they see productivity benefits?

Will they start to grow more quickly because of that?

Or will they start to shrink their workforce?

And

You know, I think that was an oversight.

Just think about some of the things you've heard in the last couple of weeks.

So Benioff, the CEO of Salesforce, saying that AI performs 50% of all the work at Salesforce.

I mean, chortle, chortle around Twitter, what does Salesforce actually do?

And that AI agents were succeeding in 93% of the tasks they were given.

That sounds very high, but that's what he claimed.

Satya Nadella saying that Microsoft's code assistants write 20 to 30% of all code.

and Microsoft going through a range of headcount cuts, I'm always careful about how to interpret headcount cuts in these large tech companies.