00:00:00
As you guys know, I've been spending my
00:00:01
time on real estate and construction and
00:00:04
robotics. And so, I' I've been out of
00:00:06
this kind of consumer software game for
00:00:08
a long time, but it's super interesting
00:00:09
over the last 6 months, there have been
00:00:11
a a number of consumer software CEOs.
00:00:15
When I hang out with them or whatever,
00:00:16
they're like, "How are we going to keep
00:00:17
doing what we do when the agents take
00:00:19
over?"
00:00:20
Yeah. The paradigm shift is so profound
00:00:23
that the idea that you would visit a web
00:00:25
page goes away and you're just in a chat
00:00:27
dialogue. Every consumer software CEO
00:00:30
that has an app in the app store is
00:00:32
tripping. They're tripping right now.
00:00:35
And I mean big boys. I mean guys with
00:00:37
real stuff. And sometimes I'm doing
00:00:39
almost like therapy sessions with them.
00:00:40
I'm like, "It's going to be fine.
00:00:42
Yeah, it's going to be okay."
00:00:43
You actually have stuff. You have a mo.
00:00:45
You have real stuff that's of value.
00:00:47
They can't replace it with an agent.
00:00:49
So you're lying to them. You're doing
00:00:50
hospice care and you're telling them
00:00:52
everything's going to be okay.
00:00:53
There's certain things that are
00:00:54
protected and there's certain things
00:00:55
that aren't. The top.
