Zaid

I've been playing around with some of these tools like OpenClaw and Cloud Code, and while I'm still trying to figure them out, even in their current state, you can see the potential.

And the thing is, these tools are only gonna get better.

From an investing perspective, the rise of AI agents is making me more bullish on the AI trade, especially the big tech companies and NVIDIA.

The shifted inference is gonna require exponentially more compute.

So all the AI CapEx from big tech companies is likely justified.

And with NVIDIA leaning into CPUs and inference chips, it's hard not to be bullish.

I mean, look, longtime listeners know I'm an optimistic person.

And when you look back at every major technological shift in history, it's created some anxiety about jobs, but the new tech has always led to new industries and new opportunities and overall economic growth.

I think the same thing will happen with AI.

Now, I'm not gonna lie, it does feel like things are moving really, really fast.

I feel like every week there's a new tool coming out of OpenAI and Anthropic that's destroying industries.

But I also think that companies tend to move pretty slowly, especially large companies.

In fact, according to the consulting firm Gartner,

Over 40% of businesses AI agent projects will be canceled by the end of 2027 because of unclear business value or inadequate risk controls and escalating costs.

And let's talk about the cost part real quick because not enough people are talking about it.

So running these AI agents is not cheap.

These AI agent tools don't just have like a monthly flat fee cost.

It's not like signing up for ChatGPT Pro.

These agents consume token.

And the more complex the task, the more tokens are used.