Ivan Burazin
speaker
915 appearances
1 recordings
1 series
first heard May 2026
last heard 21 May
Ivan Burazin’s voice in public audio — every appearance, attributed to the second.
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Appearances
Oh, yeah.
Okay.
Yeah.
Cool.
And what we have, what we talked about and what we've seen publicly is there's this theme now about like the human emulator where, and Elon from XAI has talked about this publicly.
And if you think about the models today, they're actually quite sophisticated and they can do a lot of work, but they still don't have access to all the tools.
Like I'm a strong believer that the most efficient way for an agent to work is essentially headless or through, you know, terminal or whatnot.
But if we look at knowledge work in general, there's about 100 million knowledge workers in the U.S., about a billion in the world, and knowledge workers, and the salaries of them aggregate to 10 trillion in the U.S., 50 trillion worldwide, something like that.
And if we look at the five most important sectors of that, so like healthcare and government and financial services and whatnot, that's about 56% of that.
So let's say it's about half of that.
So in the US, it's about 25 trillion.
And most of them, most of that work
is actually still locked into legacy apps inside of windows which is not going anywhere for a very very long time like people just won't invest in that how much of it our assumption is the following if like in the rpa market which is similar market but not the same 25 of like these white collar workers um work is automated if an agent is more sophisticated can go through more runs figure stuff out let's say it's like 40 right and so if you take 40 of that you get to essentially like 10 trillion dollars
a year.
That is a TAM.
So that's a TAM of the models, right?
That's not essentially ours.
But you get to that size.
And to be able to do that, you essentially have to give agents these computers with the legacy.
So computer use, either Mac or Windows or Linux.
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