Kate Cox

Our attention or ignorance of it is not going to affect the arc of that industry.

I think what we can get is smarter about what's real and what's hype.

And you might disagree with me.

I know a lot of people disagree with me.

But this isn't, to me, the same as crypto, which we have all but ignored because it's boring and not useful.

I don't know what else to say about that.

We've made that point on the show as many times as we can.

It's kind of boring and not useful.

AI doesn't feel like that to me.

There's parts of it that are super hypey.

There's parts of it where Palantir exists and Palantir's business innovation, as far as I can tell, is just they will do immoral stuff.

and they'll take some warmed-over database tech and then do stuff that no one else would do.

I don't know.

We're trying to have Alex Karp on the show.

I'm going to ask him that question if I can get a hold of him.

We'll see what happens.

But the core technology, the piece of the puzzle where you as a user can just talk to the computer, and the computer can take some actions, or instead of APIs, we'll have MCP servers, and the agents can just query a database.

There's something there that is going to build a new class of applications.

I think it is very important to pay critical attention to it and figure out what's real and what's fake.

We're going to keep doing it.