Logan Kilpatrick

Yeah, it's a good question.

I mean, my sort of broad take on this is I think as you keep seeing these capabilities increase, it really does increase the floor for everyone.

So I think that's what continues to get me excited about this AI moment is

For all the talk of potential downside and negative impacts of AI on society, and I think there's lots of interesting and good conversations to be had about that.

As just one example of this, you look at the creation of software, which is one of the most economically transformative actions that you could possibly take in this world right now.

And to think about the fact that hundreds of millions of more people have access to be able to do that and to bring their ideas to life and to bring like the business that they want or the product that they want to life without having to like spend, you know, what was the barrier to entry five years ago or three years ago or even a year ago was like still so significantly different.

100%.

It's crazy.

And I think at the same time that more and more people, at the same time that the floor is going up, I actually also still think that the value of...

being someone who deeply understands software is important because like your expertise is in, there's like a, the market is actually much larger.

Like the total volume of software being created is like X is on an exponential.

Um, the number of people who like deeply understand what's happening in software

is not on that same exponential.

Yes, you have access to AI tools, but I think the total addressable market for really talented, deeply engaged engineers who understand how to use AI tools and how to build software, I think is going to be an incredibly good market.

So I'm excited for people who build software every day and are using these tools and want to spend their time doing that, because I think the biocoding era is going to increase the opportunity space as

yeah, as there's more cool things to build.

No, no, 100%.

I think this is the...

I think we'll, and again, just to belabor the vibe coding point, I think it's a great example because like, again, like actually like it takes a lot of tokens to build software.

It's like on the order of like, I think our average generation is like 50 to 75,000 tokens or something like that, which is like, that's a reasonable amount of tokens could be on the order of like a few dollars per generation.