Boris Valkov

What actually happened is before Uber was introduced, there have been half a million drivers.

When technology was introduced, Uber actually lowered the barrier, the anti-barrier, and right now have 5 million drivers in ride share.

So this is a 10x increase of the drivers that are driving those cars.

So not always technology has a...

this scary effect, sometimes technology unlocks.

As you think about the far future, the future might be very, very bright for us.

And I think we should be happy about it.

Yes, we choose to unlock something else for us.

So it's always every technological unlock is giving us something else to work on and think about.

And yeah, back to the...

to the transitions of white-collar and blue-collar workers.

We thought that AI will automate the repetitive tasks first, but actually what's happening right now with all the changes with Anthropic and Co-Op and all the other innovation, developers are actually the ones who will have the biggest disruption first.

Writing software code, we saw Anthropic added $4 billion just last month in their revenue incremental.

So we're seeing what happens with the engineering and development in general.

So I think that this is something that is very, very interesting.

I mean, they're kind of now... There's all sorts of frameworks coming up every day.

And the automation is incredible.

Security and...

It's a big thing that's currently being worked on.

I think it's not completely figured out.