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“in creating that AI agent or that AI chatbot, it understands you know, the data that you have fed.”
“AI agents need their own wallets to go and make payments.”
“AI agents need their own wallets to go and make payments. And so we believe that stable coins and crypto wallets are going to be the default payment mechanism of AI agents.”
“And what uh AI and Agentic AI represents is a shift, right? where effectively th those front-end systems get uh you know subordinated and they kind of get become they become the new API connections I guess you could say right... And so that basically relegates the database to kind of being I don't want to say dumb, but the the old way of this used to be that everything was based on the database.”
“So, if you're getting a cloud enterprise account, let's say you're spending a million dollars on Salesforce, if you roll out enterprise like cloud for enterprise across that entire organization, you lose your pricing power. So, and because all the value in that case is acrewing to, you know, Claude in the agent layer.”
“But I think that's like the workflow entrenchment aspect of it too is so critical because the AI actually starts to learn what you're doing, right? It learns your workflows and then it becomes so impossible to switch because everything that you've built and have been doing is on that.”
“structurally speaking what this represents is a massive decline in the marginal cost of creation whether that's software development whether that is um media or content right the barriers I think you called it the content flood”