Sebastian Siemiatkowski

That's probably too extreme.

0.2 would be very extreme for some of these companies.

But is it likely they could come down to one or two?

Yes, I think so.

No, I understand that some people have that opinion.

I am not.

Because I think one thing is also like, currently, the way I set up and I've already started seeing people doing this differently.

But one thing is, right now, AI is allowing us to reinvent the wheel all the time, right?

So if you come in and say, I want to write this piece of code, somebody else prompted the same AI, the exact same thing somewhere else.

we're still using tons of server power to generate the exact same code.

Well, people are going to start realizing, why?

Why don't I cache these things?

If I'm getting the same question, if I'm getting the same, or why don't I use existing open source components and reuse software?

Like what if software becomes more like Lego pieces that you put together that perfect?

It's going to be more and more efficient to just like bundle things together.

And this also means that things like what you're talking about is like production ready, you know, security assured and all these things, they will become more and more standardized building blocks.

And I think in the future, I'm not sure AI was even going to code that much.

It's just going to pick some pieces together and stitch them together to come to what you really need, which also actually means less need for compute.

I think that's to some degree correct.

But like, it's funny, the same weekend that this whole Claudebot thing exploded on X, I was actually sitting myself and playing around with a project, which I was just calling Company in a Box.