David Sacks

And I don't know what the natural limit on that is, but my sense is that there's a tremendous latent demand for the ability to generate code

in large quantities, create new products.

As the cost of code goes down, as the coding assistants get better, you can code up new types of products.

And then, of course, it's going to lead to agents, which is another way of basically using the code that gets generated.

So my sense is that this could be very scalable.

I don't know where it taps out exactly.

Where I think Chamath is right is that I think there is a change management aspect to this.

in Fortune 500 companies, for example, and they haven't really wrapped their heads around how exactly they're gonna use this.

There's a McKinsey study that showed that a lot of these pilot projects in Fortune 500 companies were experimental.

A lot of them were proving not to be successful.

So I do think as you go beyond coding,

into company transformation, things like that, it becomes a little bit more speculative.

That's not to say it won't happen.

I think it will happen.

I'm actually bullish.

But I do think that we're still waiting to see what the breakout use cases beyond coding will be.

Probably agents will be the next big one.

But I think Brad's right that that's big enough to see

this scale for a while.

Because the thing about code is you're paying for code on a metered basis right now.