Jason Calacanis

It's interesting.

There will be a transition in revenue quality when that happens.

A great example of this is Amazon.

Why does Amazon issue an edict that says you cannot use this stuff inside of AWS unless a human now reviews and approves it?

Because what happened?

They had three or four SEV1 faults from a bunch of code that was written by agents that brought down AWS.

Now, look, I've told you, I love AWS for one reason, because it's hyper-reliable.

I hate AWS for the same reason, that hyper-reliability comes at enormous cost.

I pay it, but I pay it to never have a SEV1.

The reason they have 12 nines of accuracy is because it's humans and deterministic code that never fails.

It doesn't mean that two companies can't get to 20, 30, 40 billion in revenue.

What it means is we have to be honest.

This is an industry that's early,

We are all figuring it out.

There's a lot of test budgets that are going at it.

It will slowly and methodically emerge into production, but let's not oversell what this moment is.

Well, you have to strip out the consumer spending because that's half of it.

And by the way, for that, where it can be extremely faulty and there's no SLA that you're giving,

These are phenomenal products.

And also for the individual engineer, of which I suspect there's a few million, who get to pay $200 a month and have their company subsidize it, the company knows that these costs are being incurred.