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Belle Lin

πŸ‘€ Speaker
148 total appearances

Appearances Over Time

Podcast Appearances

WSJ Tech News Briefing
Tesla’s Semi Could Be Here for the Long Haul

Logging off, I'm Belle Lin for The Wall Street Journal.

WSJ Tech News Briefing
Tesla’s Semi Could Be Here for the Long Haul

We'll be back later this morning with TNB Tech Minute.

WSJ Tech News Briefing
Tesla’s Semi Could Be Here for the Long Haul

Thanks for listening.

WSJ Tech News Briefing
Inside the New American Tech Factories

In most cases, it's the software engineering function.

WSJ Tech News Briefing
Inside the New American Tech Factories

So these software developers that use tools like Anthropic's Cloud Code or OpenAI's Codex, which are really sort of supercharging the way in which they write code in many times.

WSJ Tech News Briefing
Inside the New American Tech Factories

replacing the active writing code at all.

WSJ Tech News Briefing
Inside the New American Tech Factories

And so what they're doing is just reviewing the code or looking at the code that's being written by the AI.

WSJ Tech News Briefing
Inside the New American Tech Factories

And that's the kind of pattern that's seen across many companies, not just startups in Silicon Valley.

WSJ Tech News Briefing
Inside the New American Tech Factories

You can look at the definition as a startup that has maybe less than 100 employees and is tracking revenue per employee.

WSJ Tech News Briefing
Inside the New American Tech Factories

So they're looking at efficiency as one of the most important metrics very early on.

WSJ Tech News Briefing
Inside the New American Tech Factories

And that's more important to them in some cases than growth, because the old way of looking at things in Silicon Valley was that you had these companies that were just trying to grow as quickly as possible.

WSJ Tech News Briefing
Inside the New American Tech Factories

These startups that considered it a badge of honor to have a lot of employees.

WSJ Tech News Briefing
Inside the New American Tech Factories

And that was something you touted in a press release.

WSJ Tech News Briefing
Inside the New American Tech Factories

But nowadays, it's really about staying small and lean and very mean.

WSJ Tech News Briefing
Inside the New American Tech Factories

According to some folks in Silicon Valley, it is very possible.

WSJ Tech News Briefing
Inside the New American Tech Factories

You have folks like Sam Altman, who has touted this idea.

WSJ Tech News Briefing
Inside the New American Tech Factories

And with the rise of AI agents like OpenClaw, that was very viral a few weeks ago, this personal AI agent that can do a lot of things on your behalf.

WSJ Tech News Briefing
Inside the New American Tech Factories

It's very likely that you have millions of these agents working on behalf of one person and then you start generating the revenue like a billion dollars.

WSJ Tech News Briefing
Inside the New American Tech Factories

And so it's very possible, but there's a lot of technical infrastructure that needs to be built before we get there.

WSJ Tech News Briefing
Inside the New American Tech Factories

That is also a possibility.