Lucas Swisher

I wasn't all the way there.

We were still kind of in an assistant world versus an agent world.

I've become fully convinced on this.

A lot of it is due to using a lot of the tools like Cloud Code myself and just really feeling this.

But that my opinion has really changed on that in the last year.

I think the outcomes this generation in technology are going to be so much bigger than the outcomes from the last generation.

This is the hardest question, right?

And it's like, if you go back to the last era, people always underestimate how long it takes to do things.

And I think it's because they look at the consumer and they see how fast the consumer changes and adopts things and apply the same thing to enterprise.

I don't think it's unlikely that we're going to wake up tomorrow and all these SaaS companies have evaporated.

Change takes time, right?

These things are going to take time.

That said, these things are happening much faster than they were before.

If you look at anthropic, right, publicly available numbers, 9 billion of ARR growing 800%.

At the same scale, the three hyperscalers on average, when they were 9 billion of ARR, were growing 60%.

So it's happening faster than SaaS did.

We know that.

It just is.

It's in the data, right?

That's the story.