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Dylan Patel

πŸ‘€ Speaker
See mentions of this person in podcasts
3551 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

So it's 10x lower cost of software.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I'm making up numbers.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

They had 10x lower cost of software.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And so SaaS never happened.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Cloud never happened.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And at least as big of a way as it did in the US and around the world for all the companies that have that same economic reality.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And that's despite the outsourcing, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

To India and Eastern Europe and South America, et cetera.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

You changed all of this with AI software development, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And AI SaaS products generally.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

not just AI software development.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

So there's two sort of coins here.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

So AI software development tanks the cost of building a competing software stack.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Do you now move to a world where actually I can just build instead of buying slash renting?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And the cost is very low.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

For most functions, I can just vibe code it out.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

That level of what you can vibe code out at very low cost soars.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And I have way more software developers in the software engineering market.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

There's a ton of people out there who don't have jobs.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And so like that's one angle, building the SaaS product is easier.