Winston Weinberg

The other thing that I feel like folks don't realize is everything could pause.

Like both of those companies could stop developing things right now.

And the amount of saturation of AI that would just happen to the economy would still skyrocket.

We're so far from just the ability of the models right now being integrated into daily life.

People do not know how to use these systems.

Consumers don't, they don't, and businesses definitely don't.

There's so much of the capability overhang is so high.

I think it's higher than anyone is even talking about.

It's astronomical.

I think if both companies literally just stopped shipping things,

their revenues would still explode because there are going to be so many companies building on top of their models.

There are going to be so many different parts of the economy that adopt these things that I think we're still in early days.

I think like three to five years until we see like massive, massive productivity gains in enterprise.

I think the capabilities are there already.

The capabilities were there two years ago.

A lot of this is like if you think about just like the average enterprise workflow, there's like 17 different systems they're pulling data from to get that workflow done.

Like literally 17 might be on the low end.

Sometimes it's like 50 and you have 100 tabs open and you're opening in all these different apps and they kind of connect to each other.

They don't really connect to each other, right?

And so the long tail on actually getting these systems and agents to do a task from start to finish is so difficult.