David Hoffman

Yeah, this is starting to align with one of the big takeaways that we had from our recent Lin Alden podcast.

And we were talking about the supply chain of this whole AI revolution where the big tech companies, the hyperscalers, are taking all of their profits and they're throwing it into data centers.

And the AI labs...

are spending way more than their profits on training the AI models.

And then like, you know, everyone who's, anyone who's in the supply chain is not making money.

And they're all burning money.

And so I asked Lin, like, Lin, who's making the money here?

If this is such a valuable industry, where does the value being created here

And her conclusion was it's in the end consumers.

The end consumers actually get the value.

The LLMs that they use are smart and they get to express the value of that.

And this is starting to align with what you're saying where I'm kind of getting that like the beneficiaries of this is everyone who leans into this technology and becomes sort of like a founder who takes an executive mindset, a leadership mindset, a I will take this technology and I will create something mindset.

Whereas the quadrant that really loses is

are the button pushers.

If you just show up to your job and it's your job to press buttons and to write emails, like you're not, that is, you're gone.

Like, and so you need to go from a button pusher to a founder.

And that seems to be like the technological trend shift that things that this quadrant is mapping, just like go into any of the other three quadrants.

You need to be a tastemaker.

You need to be a coordinator.

Founder, literal founder, or the other one, can't remember.