Chamath

Right.

Right.

It's just too easy. You'll be able to do it on a local computer. I mean, you'll just download the entire database of every call on a MacBook with an M3 and just run it.

It's just too easy. You'll be able to do it on a local computer. I mean, you'll just download the entire database of every call on a MacBook with an M3 and just run it.

Yeah. I mean, to restate it, watch people use a piece of software and then based on what they do, you could write the code, which you could take a video of a video game today, like Angry Birds. And somebody did this. You give the Angry Birds iPad game from 15 years ago to AI, it's going to back into the code. just by watching it. So why not just watch people use Salesforce or Workday?

Yeah. I mean, to restate it, watch people use a piece of software and then based on what they do, you could write the code, which you could take a video of a video game today, like Angry Birds. And somebody did this. You give the Angry Birds iPad game from 15 years ago to AI, it's going to back into the code. just by watching it. So why not just watch people use Salesforce or Workday?

Well, I saw the Klarna story where they said they were going to rip out Salesforce and Workday because they were able to write their own bespoke code using AI. I mean, I have to say I'm a little bit skeptical of that story for a couple of reasons. One is... If that's their goal, why wouldn't they have open-sourced these products they created?

Well, I saw the Klarna story where they said they were going to rip out Salesforce and Workday because they were able to write their own bespoke code using AI. I mean, I have to say I'm a little bit skeptical of that story for a couple of reasons. One is... If that's their goal, why wouldn't they have open-sourced these products they created?

You might as well get the whole ecosystem working on it because they're not trying to sell this product that they've internally created. They're just trying to rip out the cost, so why not let the whole ecosystem see it? The other thing is, if it's so easy to do, why hasn't the market already been flooded with new startups that are effectively able to reverse-engineer

You might as well get the whole ecosystem working on it because they're not trying to sell this product that they've internally created. They're just trying to rip out the cost, so why not let the whole ecosystem see it? The other thing is, if it's so easy to do, why hasn't the market already been flooded with new startups that are effectively able to reverse-engineer

Yeah, look, I think that if you're only using a few use cases of these big, complicated software packages, then yeah, it's probably easier than ever to deprecate them, you know, eliminate them from your stack and just have your own internal engineers build specifically what you need in a more tightly integrated way. I think that is possible.

Yeah, look, I think that if you're only using a few use cases of these big, complicated software packages, then yeah, it's probably easier than ever to deprecate them, you know, eliminate them from your stack and just have your own internal engineers build specifically what you need in a more tightly integrated way. I think that is possible.

Yeah, but the product's garbage. I mean, look how ridiculous this is.

Yeah, but the product's garbage. I mean, look how ridiculous this is.

It's built on top of Oracle's PeopleSoft suite, which they refused to customize without an extra 400 million to hit 1 billion. New Yorkers got the image below and pay 5 million plus a year for hosting.

It's built on top of Oracle's PeopleSoft suite, which they refused to customize without an extra 400 million to hit 1 billion. New Yorkers got the image below and pay 5 million plus a year for hosting.

Look, this is egregious government waste. I mean, that site looks like it's pathetic. I mean, honestly, this looks like it could have been done with a SharePoint site and you pay some consultant to stand it up for 1% of the cost. And there are more modern platforms than that. So this is just incredibly wasteful and inefficient government spending.

Look, this is egregious government waste. I mean, that site looks like it's pathetic. I mean, honestly, this looks like it could have been done with a SharePoint site and you pay some consultant to stand it up for 1% of the cost. And there are more modern platforms than that. So this is just incredibly wasteful and inefficient government spending.

They're going for retro. They were going for retro. They wanted to harken back to the 90s.

They're going for retro. They were going for retro. They wanted to harken back to the 90s.