Azeem Azhar

So that's quite an interesting example because, of course, on the one hand, you are just saving the human dollars of doing that.

But on the other hand, because the digital engineers can work

ceaselessly and constantly, 24 hours a day for their few joules of energy, you might actually identify and close vulnerabilities faster than otherwise, which could save you from some kind of horrible cyber effect.

The Walmart example is pretty clever as well.

It's the trend to product agent.

So Walmart claims that what this has done is shorten fashion production timelines

from six months to eight or nine weeks.

So again, that matters in this world of fast-moving cultural trends.

There is a trend, it's emerging on TikTok or somewhere else, and you want to get the appropriate garment in the stores as quickly as you can.

Maybe the trend to product agent is going to help you do that.

Now, look, let's be clear that

These are companies talking about what they're doing.

I'm much more comfortable with what Coinbase said or Micron said, because they put really specific numbers on deployment and results.

Better, of course, to see what academics are doing.

And again, another fascinating paper from Chicago Booth, which is a business school by an academic called Supratin Sarkar.

And this was looking at developers who are using AI tools like Cursor to help them with their software development.

And if I could summarize it.

it was that senior developers are better at bossing AI around than junior ones.

Essentially, AI coding agents were more productive in the hands of experienced developers, not junior ones.

I mean, in a sense, you'd think, well, a junior one's going to get a leg up and that's going to help them quite a lot.