The discussion centers on evaluating past predictions about technology, with a strong focus on AI's rapid evolution. The participants review successes, such as accurately forecasting the rise of coding and research AI agents while recognizing their limitations in handling money or irreversible actions. They also note correct calls like the decline of "web3" in common parlance and the success of New York's congestion pricing. However, several predictions missed the mark, including expectations for web3's resurgence and the fading of AI doomerism. The conversation highlights how AI-generated content is now ubiquitous on social media, eroding trust, and how younger users are particularly skilled at identifying it. The accelerated pace of change makes future predictions difficult, as developments like AI agents and creative tools quickly reshape fields. The tone is reflective, emphasizing both the humor in past errors and the serious, transformative impact of AI on areas from search engines to daily digital life.
Hello, Adam. Hello, Brian. How are you? I am doing well. How are you? I'm good. And the hype has been building here. Everyone has been dropping in. So showing up four minutes late is like a totally pro move. I love it for the new year. Yeah. Yeah. Listen, I was going to go full like Lauren Hill and not like take the stage until 10 p.m. You know, really just like really get the crowd am top action to the point of like anger. I'm like, what about even here for one year prediction, Brian finally joins the podcast. That's right. And I am joined by Simon Wilson here with me in the litter box. Simon, it's so great to have you here. Hey, it's really exciting to be here. We've just been nerding after that service outside in the on the shop floor. It's been great. Yeah, we've been, uh, yeah. So Simon was just like, hey, before we get started, I'd love to look at the machines. Like, okay, we've got a guy. I got to do the fat world's fastest tour of the hardware and Simon, I promise we're going to make it up to you with a much more in depth tour. But it is really great to have you here. Okay. And I just like, I just a little reality check with you. It feels like this year is more unproven. It's like there's more of a realm of possibility for this year than any year I can really remember. It feels like if you come back from even a year in the future, I actually struggled at him in coming up with like three and six year predictions this year. Yeah, because I'm like, well, it's kind of three year prediction. That's going to be done in a year with this thing I'm begging out of. I know. I know. It's like, are you have that same? Like, do you feel that way? Totally. Just like everything is possible. And, uh, you know, in past years, we've had like a bag limit that's like, oh, you can only have one. Yeah, one. Yeah. One. Yeah. One A.I. prediction. And I'm like, I struggle to come up with anything that isn't A.I. or A.I. adjacent. And just, and you're right, whether it's so what the record flag that we only made the bag limit mistake once. We did that with web three in 2022. We did a bag that you can only have in prediction. It was a huge mistake because everyone wanted to make three predictions around web three. And instead we, uh, we made like everyone made one good web three prediction. Namely, this whole thing is going to disintegrate. Um, and this is Simon, uh, Adam in particular made the prediction that is famous to us anyway, that web three would drop out of the lexicon in 2022, which ended up being dead to rights. I thought that was a bullseye. Um, let us not speak of your prediction last year, Adam, that web three would re-enter the lexicon. Yeah. No, I, that was definitely a dark, I mean, last year was a dark moment, uh, but, uh, much like this year, but, uh, yeah, I, I, I thought web three was going to be back. I also thought that certain book was going to be on the bestseller list. I did spend a decent amount of time validating that not only with this book, not on the bestseller list, but when it was on the bestseller list in 20 24 chat GPT hastened to point out that it was annotated with the dagger, the dagger, which indicates like mass, uh, you know, corporate purchases gaming. Now Adam, I know you're hesitating to name the book because you don't want to do it any favors, but you're rigging to leave people confused. You're going to need the name of the bucket. I assure you this will lead to, if I promise you, it will lead to no additional sales. Can you name the book that you're referring to? I feel bad that I've been hating on this book, literally for three years, consecutive on this thing. Like I, I, I hated on it before it came out. I hated on it when it came out and I made the mistake of reading it. I've hated on it talking about, uh, Molly Whites, um, hateful blog on the topic. And then on last year's prediction episode, but I will do it again. And I swear it'll be the last time it was read right on by the illustrious Chris Dixon, uh, in his garbage book and, uh, and I would like to say that you actually don't feel bad, but you do feel bad that you don't feel bad. Like your more sleeplessness leaves you with some residual sense of shame. I think it's that I'm bringing it up again. That like, obviously, I haven't moved on. There you go. You know, it was great as I was listening to that. And I'm thinking like, I should go check. You know what? I don't have to check. Adam's going to check. Yeah. We don't need to double take him this one. Exactly. Okay. So and then Simon, you were with us last year and, uh, you had, I thought you, you were kind of hard on yourself on your predictions, but I think predictions were really quite good. You had a prediction, well, in particular, you had a prediction around what a, what agents were and were not going to be. Right. I, how do you feel about that one? I feel like that one was right on the money. I feel pretty good about that one. I said that 2026 25 would not be the year of agents. That one, I think I got wrong because it kind of was the year of agents, but I did specifically call out the human replacement agents weren't going to happen. Coding agents and research agents were. And that I nailed right research agents. All the first six months of this year was all about deep research. And then coding agents. Oh my goodness. Oh my goodness. And I think you absolutely nailed that. I mean, this is why Adam, we said this before, but like we're glad that we record these sessions. So you're getting more than the prediction. You're getting the context around it. And if you listen to your context around it, you were very clearly calling out separating out coding and research agents, which you felt had, it was funny because like you were almost, you know, like these are kind of already here already. And you realize, like, oh my God, they weren't completely already there even only a year ago. They had exploded in the last year. But there is one thing I'll say, which is that coding agents are actual general, actually general purpose agents. Like, Claude code is not about code. Claude code is about anything you can automate by type running bash commands, right? Which is everything. But actually, if you know what you're doing, Claude code is a general purpose agent that can solve any problem that you can attach to a bash script. But I think you were the delineation that you had last year, which was very good was these things, anything to do with money, you are not going to let these things loose on anything that you did money. And I think we saw that with a pro, what's a proxy for money databases? And we saw these things deleting production databases, right? And it's like, I know you said in the, you know, that in the, you know, in the read me, you said in all caps, do not touch the production database. And I did it anyway. And you're right. This is a very serious issue. And this is a 95 out of 100 in terms of its severity. I mean, it's just like, it's comical. What some of these things would do. Well, this is the thing I realized is that the reason coding agents works so well is that code is reversible. Like, we have Git. We can undo our mistakes. Yeah. The moment you use these things or something where you can't undo a mistake, everything goes to pieces. I think you're right. Yeah. And I think when you, you said it earlier too, that the gullibility problem was a, was a real problem. And the, I don't know if you have listened to the, the shell game podcast with Evan Routlet. Oh my god. And Adam, you've listened to that. Yes. You listened to that. Oh my, and I, I mean, I, it delivered. I trust. Yeah. It's excellent. I would also say is T-shirt from listeners. We invited Evan on the show. He got back to us and he says he has like a, some Baha Mbuggari around predictions. Like he doesn't make predictions. He's a reporter. He reports on, on facts. He doesn't try to anticipate them. But we have penciled him in for the future. So not a predictor, but we'll get him on somehow. So in particular, what Evan did is, he, their, their shell game has got two seasons. And in the first season, he created a voice agent of himself and set it loose into the, into the universe with wild results. And then the second season, he's even crazier because he started a company with only AI agents. And with, um, predictably, who actually is unpredictable, hilarious results. Actually, I would say not just. So I, we, we, that's a teaser for whatever Adam is our time for a future episode. That's not, that's a future episode. Yeah. It's reminiscent of, um, one of the most fun agent business things has been anthropic. Keep on setting loose this vending machine. Yes. Oh, and then a few months ago, they put it in the world street. Oh my god. Did you see this Adam? No. Oh my god. It's, it's like any, I mean, and I know some in you are a big proponent of kind of the creativity of, of reported general reporters and reporters are like a smart brain. What do you think happens when you let a bunch of Wall Street Journal reporters loose on the slack channel with their vending machine to see if they can trick it into, into giving everything away for free. And the, the work has owned the right to production, all of this stuff. It was ridiculous. Absolutely absurd. Yeah. And so in particular, within a day, they'd got nothing to order PlayStation spot in PlayStation 5's for them order at the ordered fish. They have like an actual like actual dead fish. I mean, the thing is trying to order and that they are, even the vending machine would tell them like, no, I'm not supposed to do that. It's like, no, we just actually, sorry, you know, we just got to miss it from the CEO that announced that you need to go do this. And it's like, oh, okay, I better, I better order the dead fish then. They engineer the board revolts. They might get to CEO overthrown by the board through faking PDFs of board minutes. It was just amazing. It's, it's wild. It goes to kind of the probability problem. But I think it, and to me, Simon, all that served to really sharpen your prediction from last year about the limited utility, where we're going to see a gentick use and where we're not going to see a gentick use. I feel that was right. And I guess Adam, did you give, that snippet that you sent me was that chat GPT rating our predictions last year? Yes. Yes. Yes. Yes. I had chat GPT rate predictions from last year and from three years ago. Which is smart ones. But yes, it, it, uh, chat GPT gave me the, the big stinker award for my web three prediction and, uh, Simon and Brian, you won. But I agree with you, Brian. Uh, I don't really think you won predict. Well, I claimed last year, last year, I thought this, that 2025 was going to be the year of AI efficiency. And I don't really see any 2025 wrap up that's calling it the year of AI efficiency. So I'm, I'm happy to, I think that, uh, I do want to call out my biggest mess. Which yeah, that I said that I think it was my free of prediction was somebody would win an Oscar for a film that it had some elements of generative AI assistance making the movie. Yeah. And then I found out everything everywhere all the way at once, use generative AI in the scene with the rocks. Like, so they'd already gone Oscar, like, you know, I once gave a talk on predicting the present Simon. So I think that there's a, the, the, the, it just shows how, how true your prediction was. You actually, it was actually a six year prediction, Simon. But yes, but um, so an Adam, did you, did you go back and listen to that snippet of yourself from three years ago? Yes. Yes. I listened to, uh, in 2023, uh, trying and failing to predict vibe coding. Um, I think at the time was like, it was not obvious. No, no, no, no, it was more than obvious. First of all, this is amazing to me. It's like Simon and we first had you on two years ago. And the, the term prompt injection, which have felt like it had been around forever was, I mean, like the paint was still drying on. You had coined prompt injection six months prior. So yeah, exactly. Um, I mean, Adam vibe coding was, was coined in February of this year of 2025. I know. So I mean, vibe coding literally did not exist last year, let alone in 2023. And what your prediction was that you wanted to predict that low code, no code would be, would be disrupted by people kind of describing their programs in just like English language. But then you thought, but you said that's what your head wanted to predict. But then your, that your heart was, your heart didn't know who was going to debug that. I don't know, like, and that was what, wow, close, close, uh, really close, uh, oppression in a way, right? That depression. In a way, you just need to remind me again, I said this is my friend when I posted about it, but it reminded me very much of my iPhone prediction in 2003. Simon, I made a three-year prediction that Apple would have a combination MP3 camera cell phone that they would call the iPhone. And it was like, okay, well, okay, you can have it. And then I'm like, no, but I also thought it was going to be a flop. I thought it was going to be a disaster. So it's like, no, sometimes you see, like, you see the future, but then you just don't, don't believe that it can possibly be the future. So, uh, the topic of, uh, Apple predictions. Yeah, Ian, who is in the audience today in 2023, predicted that Apple would be in and out of the VRAR space in six years. And that, that's a lot. That is a lot. It feels like, I mean, it just feels like, I mean, he has certainly nailed the first half of that. And I think the second half looks very, very promising. Yeah. Yeah. In 24, if you remember, I did the Apple VR will do well enough for the second version. And then it would not happen at all. So that was a big miss. Yeah. Yeah. Um, well, we don't talk about the Mississippi because of too many of them. We really. Okay. I'm really proud of my one year from last year, though, because I said congestion pricing and we'll see NYC will be an unambiguous success. It will still exist in sentiment will be positive. And the mayor did a press announcement, like 45 minutes ago about how awesome congestion prices and how much everybody loves it. So I got that one, like, exactly nailed. There you go. Well, you know, as as Tipo Neal might have said, all good predictions are local. So there you go. You need to keep that one. You get the, you get the, um, the, you catch, um, Tom, I think it was three years ago, um, predicted that frivolous use of L.O.M.s would be in decline. Yes. Yes. Yeah. Right. And then I also predicted that like L.O.M.s would make cheating rampets. So there is definitely, uh, but I, that was because 233 was interesting because in 2022, we've got this kind of crypto. We're all in like Web 3, the height of Web 3, and 2023 is where the first year, the people are kind of talking about the budding power of these things. Yeah. But then with, I mean, it's amazing kind of where we are now three years later. And I'm the, on the frivolous use of, of L.O.M.s and of AI. Um, I, you know, the only real social media that I hang out on it in blue is blue sky. And it, and it feels like hopelessly quaint right now. I was hanging out with my nieces and nephews, um, over the, the winter break. And they're very much on, on TikTok. And, and I, I was on, I logged into Twitter. And it, everything has been tick-tockified. And it's all these BS AI slop videos, like everywhere pervasive. And I, I, I, I had just been insulated from it. Um, so yeah, frivolous use of AI's, uh, yeah, that's, uh, yeah, exactly that is definitely an ascendance. Yeah. So much so, I, I was so unacquainted with it. I showed something funny to my nephew. And he's like, Oh, that's AI. I'm like, that's AI. What? No, how do you know? He's like, come on. Come on. It's the cute animals. Cute animals on no longer trustworthy. Yeah, it's horrifying. Yeah. No, it, it, it mean the one purity that we had exactly the foundation upon which we built this internet. God damn it. His cat videos. The, uh, and you're, you're taking it away from us. No, I, you, and I think it's interesting that the, the, the, the, the, the youngs have it have a keen eye for it. I don't miss you as you point out. Um, the other thing that I would like to, just one other past prediction, I'd like to revisit is a two years ago. I predicted that, um, the LMS would replace search engines that search engines would feel, because search engines, uh, from, it was now a year from now would feel quaint. I'm, I'm, I'm, I'm definitely standing by that one, considering that my, my daughter, uh, needed to, to, to hop a bar train. And she was using GPT to determine when the next chat GPT to determine when the next bar train was. I'm like, are you like, there's an actual like a website you can go to, if they, but you know what, right in their mind, they, uh, I think that that, that, that what I'm feeling, I'm, I'm feeling pretty good about it. Actually, she would like to point out that it was her friend that was using chat GPT. She's like, that, I of course would go to bark.gov. I'm like, all right. Yeah, sure. There you go. Uh, a couple of the things listening to previous episodes, uh, uh, uh, from, from 2025 and 2023. Uh, in 2025, I predicted, uh, my three year prediction was a chip's crisis, which I know to like, we're there yet, but I feel like, is like, I'm going to keep an eye on that one. I feel like that, uh, that was not obvious the time and I feel like it's, is, is, is, uh, are you, are you, are you, are you taking credit for it? Are you, are you putting it out? No, no, no, no, not yet. I think early days are, are positive. It's all I'm saying. Okay. Uh, the other thing I noticed, and this is more of an apology, uh, Brian, I realize that every time Rust analyzer comes up, it, it is treated. I always say that it is not an intervention, which, yeah, does raise questions. So are you apologizing because it actually has been intervention every time you bring it up? I just feel like every, the, the more I claim it's not an intervention, the more it seems like an intervention is what I realize. No, it's obviously an intervention. And it's an intervention that's, that's, that's murdered. So come on. Oh, no, no. And then the other one last year, uh, you, you, I guess made a prediction in 2024 that AI doomerism falls out of the lexicon. And last year, you claimed credit for that. I also consider that. I, okay. Yes. I just, I, I mean, maybe I'm, I mean, I, I poisoned my, my vacation reading a book all about AI doomerism. Okay. If you, did you read alias read cowskey's book? I did. No, I did. The whole thing. Wow. What? Okay. You, so this is the second time we're talking about a book you've been hate reading. And, and we've only been good doing record of this for 15 minutes. I mean, it's, I do have a problem. Yes. Yes. This is now an intervention. Like you need to be, I mean, also like the title of the book, if anyone builds it, everyone dies, it's like, it's like, you'll never get a phrase up here several times in the book. Oh my God. This is the Harry Potter fanfiction author, right? Uh, pretty much. Um, the, it, so yeah, I'm, no, I'm sorry. The, the, it's going to take more than a, a, a, a alias or you'd cowskey book to, to get me off of my ex-risk. I think that has actually been, and I think it has been replaced with the fear of economic doom rather than, then, I don't think people are worried about losing their lives because I think it's ridiculous. I think they're worried about losing their livelihoods, which is, which feels like it's probably going to be a theme this year. I think, I think, I think some people are going to be, um, you know, this is where, uh, it's time and last year had his six year, uh, his six year dystopian on the Butlerian jihad. Um, so, which, um, you know, it reminds me of the first time I've heard of the big singularity. I'm like, I think, you know, that these, uh, I, I, I had to look at the Butlerian jihad and yes, it's very, it's very, it's very troubling. Um, okay. So that, um, I think it's safe to say that we know that this year, so we had that, that Web 3 theme when 2022, 2023 was a bit of a shoulder year, 24 and 25, absolutely AI theme. I just don't know, see how anyone could be predicting anything that's not AI related this year, because it just feels like it's though on the mind. Um, yeah, but that said, non AI predictions definitely welcome. I just don't know that. Um, so, um, should we start off with, uh, with, with one year's and as our guest of honor here, do you have a, do you have some one year predictions for us? I've got the easiest one ever. Okay. I think that the, there are still people out there who are convinced that LM's cannot write good code. Oh, boy, yeah. Those people are in for a very nasty shock in 2026. I do not think it will be possible to get to the end of even the next three months. Yeah. They're still holding on to that area that the code they write is all junk and it's, it's like any decent human programmer will write better codes than they will. Yeah, that it will be a, the, it not only will be mainstream, the idea that this, that, that LM's can write effective code, it will effectively become a fringe belief that this can't happen. That's exactly what I'm saying. Yeah. And honestly, that's, that's, that's a, that's a gimme. I could say that one today. I think here's one that's AI adjacent. Okay. Yeah. I think this year is the year we're going to sell sandboxing, right? The channel we need, like, I want to run code other people have written on my computing devices. Yeah. Without destroying my computing devices, if it's malicious or has bugs, we have so many technologies for this right now that are almost, almost something you can use by default, like WebAssembly solves this kind of thing. There's containers and all of that sort of stuff as well. I think we have to solve it. Yeah. It's, it's crazy that it's 2026. And I will hit install random code and then excuse me, if it's still my data or my. Yeah. Yeah. Yeah. Yeah. Yeah. Interesting. So you think that is, so we're going to have to be the presence and maybe this is not a day I related protection, but we have to actually meaningfully solve sandboxing problem. I don't want to run a piece of code on any of my devices that somebody else wrote outside of sandbox ever again. Yeah. Interesting. Why would I do that? Yeah. I mean, it's kind of interesting because you know, people will talk about like, oh, you know, I can't believe you're downloading this thing off the internet and piping it through, you know, pseudo bash or what have you. And it always felt like, yeah, but I know that there's like a person that wrote that and I kind of trust this thing. But now you're like, no, no, you can't. You're in this era now where yeah, that's, that's really interesting. Yeah. Good one year predictions both. Any other other one years? Oh, yeah. I've got one more. Oh, yeah, go for it. I think with you, a challenger disaster with respect to coding agent security. Okay. And this is based on this wonderful essay about the the normalization of deviance. Have you heard this phrase before? Yes. Yes. Yeah. This idea came out of the 1986 challenge disaster reports where if you have a culture, a corporate culture, whatever, that keeps on getting away with with doing something that they shouldn't have been doing. Yeah. And kick some getting with their lapses. But the space, the space festival keeps on launching and it's fine. Yeah. That leads you into a sort of corporate culture level, full sense of security. And it's going to burn you because I think so many people myself included running these coding agents practically as root, right? We're letting them do all of this stuff. And every time I do it, my computer doesn't get wiped, I, I'm like, it's fine. And I just keep on going like that. And I think it's going to add up. I think, and I said this last year, I said last year, there's going to be a headline grabbing prompt injection security hold. There was not. Yeah. I've been protecting us every six months, last two and a half years. This is my version of that prediction this year. I think we are due a challenger disaster scale thing caused by the fact that we all got away with these band practices for so long. And we got lazy. Okay. And so when you say challenger disaster, presumed we not lost of life and property, right? Like loss of property and loss of lots of financial things, loss of data, all of that kind of stuff. Because the worst version of this is that, right? It's somebody coming up with a prompt injection worm, which infects people's computers, adds itself to the Python or NPM packages that that person has access to, publishes itself onto the package registries, gets pulled down again, all of that sort of thing. I think it's feasible. Yeah. And then so then the normalization of deviance is you think that in the wake of this, it will be revealed that, oh, by the way, like internally, this was with the challenger disaster, lots of people at the both the subcontractor that made the boosters at there was lots of people who are aware about the O-ring problem, right? They a lot of people knew that of the temperature sensitivity to the O-rings. There were engineers that were deeply, I mean, it's a real tragic story of the there's there's nothing more tragic than an engineer that is vindicated by their concerns when they decide when they are overruled with executive management. And they are proven correct that like that can leave people really broken in its wake and it did in the challenger disaster. So you're you wonder or believe predict that in the wake of this thing, we will take this apart and realize, oh, the people at this frontier model company, wherever this disaster took place, they were aware of it. They knew this. Yeah. Yeah. Yeah. You shouldn't you shouldn't be running codex with dash dash yellow. Yeah. But we all did. You know, yeah. Yeah. This year's prompt injection prediction is that one. Okay. Well, I'm going to tell you your prediction from last year. And I'm just going to predict again that a Pulitzer Prize winning journalist uses an LLM to research this story and report it that the that report the inside of a that's that's a a a dire prediction. But I think that it does feel like when also you look at you have these big accidents when we kind of collectively get over our skis and we kind of like we know that's possible. We don't think it's possible. And then it it happens. Simon, I've got a I've got a book recommendation for you along with those lines called drift and to failure. This is a book that Brian hates. But but but on this topic. Oh, I see what you're doing. I see what you're doing. It's like, I'm not the only person here. Sir, who hate reads. Let me introduce it. Let us talk about. Okay. Yeah. Simon. Yeah. Simon Decker. I think it's Simon Decker, right? I think it's the Sydney Decker. Yeah. Sydney Decker. Excuse me. I don't want to spare Simon's good name there. Sydney Decker. I don't like that book. But go ahead. You know, take one another one of Adam's recommendations. I mean, he's you know, me. He's three. You can see the trash. He reads exactly. The one that that's a very very interesting prediction. Adam, do you have I do this one might might feel like too much of a lock. But I think that the AI companies go on an absolute acquisition binge. And this is data infrastructure e-commerce data behavioral data GPS data anything that anything that is data or data adjacent anything that is infrastructure infrastructure adjacent. And some shit that's just like hard to puzzle through. I'm a one VMware bought document them, for example, and then make any sense. I think we're going to see stuff like that that is to say, just they've got so much money. They're not enough chips to buy, not enough CPU and GPU hours to buy. And the money's going to go somewhere and it goes to weird acquisitions. Okay, this I I shouldn't like I shouldn't doubt tell under this urge. But this is like they buy Iron Mountain. Yeah, it's like have you seen supermarkets sweep? It's like that. Okay, but like I mean, if they bought Iron Mountain that could be if like if open AI announced they're buying Iron Mountain, that could be potentially they're like, oh, we're buying Iron Mountain, we're also ripping up your privacy agreements. We're going to train on all these salt mines filled with old enterprise data like any of any of the shredding companies they buy them. They buy like garbage companies. Okay, they buy. Okay, yeah, I anything that is a plausible source of data. They buy I like they're looking for wastewater or DNA samples, whatever, whatever like anything, anything that is construable as data they buy it. They buy an entire like town to see what day like do we're going to see which is more valuable like the wastewater treatment plan or the library, the town library, we're going to do that. We're buying City Hall. That's got records. We want to consume all that. There's just all manner of data. I think that is not implausible that they're like, look, we know that these records going back to 1850 are all printed on paper. We can buy the town and just like read all the books and use that as a corpus. Yes. Huh, you know, local newspapers are very cheap these days. Oh, that's a good one. Yeah. I have 150 years of archives. Yeah. Okay, so they're a big target painted on anything that has data of any kind. Yes. All right, well, I am going to make and we can kind of also, because I'm sure you've got a lot of one years. I got a lot of one years too. So we can kind of ping pong back and forth and steeping up in your two with anyone years. I am going to add them in a in a classic heart V head, a dramaturgical diet as well this time. My heart is going to predict and actually a little bit of my head. My head is not which which is really bad somewhere in my heart and head agree that's really really bad news. I think that vibe coding, which entered the lexicon in February, is more or less out of the lexicon a year from now. And I think that it is it's used pejoratively. And I think that I mean, clearly just as I mentioned, no doubt that LLM assisted in authored code is here to say, but we are going to enter a new age of rigor with respect to that. And it's going to be viewed much more as a tool and much less of a just like, hey, go build whatever you want. And the and even when you go the thing that is currently and assignment, you had a good piece about how the the term vibe coding has kind of been misconstrued as it is. That it is not actually kind of consistent with with capacities original. It's the problem with capacity's original tweet is that it was a long tweet. It was a lot longer than 140 characters. Very few people made it to the end of the tweet. You understood what he was trying to say. It was a little bit too vague. Like he was talking about its throwaway prototypes. You don't even look at the code. You just ride the vibes and see what happens. Right. And a lot of people in terms of that as, oh, it's using AI to write code for you, which I think is a bad definition because then it becomes useless. Like a couple of years all code will be written with some level of AI systems. I think having a distinction we say no vibe code it is didn't review it just sort of threw it in there and saw what happened. That's kind of useful now. Is it still useful in a couple of years even done, right? Yeah. And I think that that will be I think the term vibe coding will be soyed enough that you will use a different term to describe something that I like. Oh, like I use this to create a prototype. But whatever that kind of wrap and prototyping is, it will have a different terms. I go, of course, it didn't vibe code it. No, please. That's so 2025. I'm going to put this on. I'm going to put this on record just because when we listen back to this in a year and you're writing, this is going to feel juice here, but I think you're out of your mind. I just want to wrap it up. I think it is such. Yeah, you're welcome. I think it is such a it is it's such a tantalizing attractive term. And that's why as you know, Simon, I was reading a book with the title vibe coding. I don't know what's wrong with me in terms of my selections before. I read it. I read it. Yes. And yeah, and Jean Kim and Simon, I stumbled on to your blog posts where you're like, look, there are three authors and two publishers, all of whom apparently don't know what the term means. So I think it is such a juicy term that people want to co-opt it. That blog entry calls one of the books to rename itself. There were two vibe coding books. One of them renamed itself to beyond vibe coding. Oh, did it Simon? Oh, how interesting. It's an interesting atom that they rename different vibe. That's the now beyond vibe coding. So that's what it's going to be beyond vibe coding. It's going to be something else. I think the term vibe coding is going to be solid. At first of all, thank you for saying that out of my mind. I definitely appreciate that because I because I may well be. But I mean, you're right in that like, it feels like because it can be anything. It's just too tantalizing to not use. But I think it's going to get a bad name for itself. So when you're right, we know that how much I disagreed and how right you were. I went back and forth on this because I sort of had the same thought at first when Brian said this. But then I think I agreed with him more as he went along. The thing is is that vibe coding is too good of a term for both the haters and the people who like it. It's just too attractive, I think, just like as a concept. And so I feel like it's already solid to many people, but that people are still using it because it's also just such a good term. Even though it also sucks and the definition is bad and people get can't even agree on what they define what they use to mean. But like I did try. I have been trying at it that I've vibed this up. Like I didn't vibe code. I've vibed it. I've vibed it. And my wife is like, no. No, okay. You know, let me just say on the record that if we refer to things as I've vibed it, I'm taking zero credit for that item. So vibe coding is out of the lexicon because we have replaced it with something that's even cringier than yes. I'll take zero credit for that. But I do think that it will be so at time, shall tell. My one year here is like very similar in the sense of I think one of the things I like about doing this is that you go back and you see what especially in one years, I think it's like, what was I thinking about at the time, right? I haven't thought about congestion pricing in like six months basically. And then now I'm like, oh, yeah, I was really interested in that a year ago. And so I decided to pick the thing that I'm really kind of intrigued about right this second and maybe I won't even care about two months from now, which is agent orchestration will still be a hot topic. And we partially, but not entirely solved. And you're going to get to we're going to peg you down to a more specific prediction. That's that one's a little too easy to clean credit on. So you're going to have to like get something. Give us something concrete. All right. Stum. Well, I see the problem is in the quantity. Like I think that some people will have success with this technique, but not enough people. Like it's kind of like a it's still a thing that people are going to be pursuing, but it's not going to be a thing that like is as normal as agents have gotten in the past year. I don't think figure out how to make them work together is going to be a thing that is going to be as clearly a win. Okay, so how are you going to know if this prediction's right? That's the problem with the quantification of what that means specifically. Yeah, yeah, I'll think about it. But that's like kind of where I think this is an interesting topic. Going as I like like I personally top out at three to four clawed sessions. And that's like it. And that's like an upper level on my velocity doing development. And that's why I think people are trying to like solve this problem. Because if you can scale up past that, then one person can have like much bigger impact. But it's also like a really hard thing. And people are doing totally insane things like gas down from Yeggy is like a fever dream of a thing that's like ridiculous. But I think people will still be interested in this topic and are working on it as a thing because it's how you scale up. Okay, but this will not be mainstream to have more more agents than siblings. We're not going to have reports. Yeah, we're not going to have a Kubernetes for agents that's like a solid fight is that right where the people are just like, okay, Kubernetes is just like the default like Kleenex, you know, like I don't think we're going to have a framework or a tool that is ubiquitously the way that everybody organizes their agents. Okay, all right, that feels like yeah, sorry to get you. Yeah, listen, if we're not to the point where Adam is saying that you're out of your mind, we're just not out of production. That's really what we're trying to do here. That's good. Adam, you have a, I've got more here. I have one more one year, but I feel like it might be a two ambitious. I think this is the year we see LLMs have a programming language which is not human intelligible that there is a programming language by and for LLMs. Okay, so this is a, and this is like at runes. This is indicecable. Yeah, this is like not really intended for humans to understand, but it is more efficient for the LLMs to program it. There's already some papers and maybe Simon, you can fill in the details here, but where LLMs reasoning not in human languages like English or in deep sea case in Chinese, but in sort of like their own tokenized languages are more efficient. So something like that. Yeah, they'll be, you know, I already find it to be slightly off putting and also like delightfully off putting, you know, when you these things show their work, especially because in Adam we talked about this in our deep sea episode with the three best folks were watching deep sea like kind of like a nervous breakdown as it's trying to answer your question. And then like occasionally like laps into Chinese come back. But the Chinese thing, like have you had your own laptop run a model that thinks in Chinese yet? Because that's beautiful. Yeah, it's so cool when that happens. And so, but Adam, you think this is going to happen for a non natural language. There'll be a synthetic language that they will that they want a synthetic programming, a synthetic programming language that is easier for them to work in. Okay, the interesting thing about that one is that the labs are trying to stop that from happening just from the interpretive is interpretability point of view. Like if you look at the interpretability research, the whole point of that is we really want to know what they're thinking because we don't want them going dark on us. The interpretability safety and so on. Yeah, right. Yeah, yeah, yeah, explainability. Yeah, that you will be so maybe that maybe there will be a tension where this thing is trying to invent the synthetic language and it's constantly being operated by its frontier model overlords. Yeah, maybe I'm overly influenced by my reading list. Okay, so I think that the one of my several one of your predictions, I think that AI has created some real public perception problems for itself. And I think that you are going to have one of the frontier model companies this year have a white paper explaining how the proliferation of AI will mean prosperity for everybody. So they that there will be trying to make some economic model, some economic argument because I think that and maybe this kind of depth is my prediction that this is going to be a a 2026 election issue is going to be how we think of these things and how they how they are regulated and it's a big mess. And the there's there's there's more heat than light on this debate, I would say. I'd like to tack something on that one. I think that only works if they can sort of if they can wash that through existing trusted experts like exactly. Yeah, that yeah, that that Dario. They're constantly publishing essays that try to make stuff. Nobody believes were. No, nobody's right. Right. Yeah. Rack of farmers fake nature on one of these position papers. Yes. And maybe you've got something people might start to trust a little bit. Otherwise, it's just like, let it gas is good for you. Says Exxon. That's right. No, right. So yeah, they get someone who and whether that's that that person is kind of they hope it's not I mean, yeah, God Obama, it would just be so. Wait, wait, yeah, okay, I'll let's go with that. That's a great one because I like look up. It's like if it's Bill Clinton, everyone's going to kind of roll their eyes. So it's got to be it's got to be so someone who's got real credibility saying that this is going to be broad based. I will say also if they get that person to do it, it's going to be revealed that that's also a bit crooked. How about the pope? You know, oh, the pope is very into the stuff. God, this is okay. That's a great prediction. We've hit paid hurt that the pope weighing in on LLMS and the economic impact and their economic impact in the world. Okay, Simon, I'm giving you full credit if the pope weighs in believing that this is going to be economic devastation. I just think if the pope weighs in on LLMS in a public way, Simon, you are a profit. I mean, you're already a profit in our eyes anyway, but that that's he's already talked about. He's already talked about LMS. What does he have? He said, like, you said, like, you need to make sure that when you're using tools that you like use them in a way that's a good for humanity and not bad or something like it was like a very like not pro, but not like super anti, but it was like a little anti. I think the previous pope, there was something relating to AI. There was one of those Catholic proclamations with a bunch of like some footnotes and things. Yes, we're talking about the pope going like going big on LLMS one way or the other. This is the more than just like, hey, this is a tool. I think it's a bit of a safe bet actually. Yeah, I think it's good. I like it. I think it's, it's it's definitely interesting. I also do think and I have been debating whether to make this a one year or a three year, but I'm going to go ahead and add them if you thought I was out of my mind on on my vibe coding prediction. Maybe you're really going to say I'm out of my mind on on this. I do. So I like a lot of people. I've been having an increasingly intense.com boom flashbacks. And in particular, the thing that is killing me is like the kind of capitulation to the never ending boom. And that was the last stage of the.com boom was the capitulation, which happened, I would say in late 99 or early 2000, where everyone's like, you know what? It is going to be, wow, I'm just going to like join the madness. And yes, I know it's madness, but because everyone did know it was madness when I corrected or corrected right, right, right. I think that we are going to get in the first stage of that. And I think that the first stage of that this coming year is going to be some of these companies that I think are ultimately going to be a feature of the frontier models that are independent companies. And so I hate to pick on them because I don't want to, well, it is what it is. I guess actually you probably like from three different authors. You throw three different authors under the bus and I threw a fourth under the bus. So why am I why do I care? Do you forget our goal for this year for getting a C&D? It's never too early to get working on our one-year OKRs getting a C&D. Yes. Okay, fine. Harvey. I'm going to call him out. So Harvey is this. The viewer of Harvey. Oh my god. Okay. So Harvey is a is a variant of LLM that is aimed at the legal profession, right? It's aimed at like to assist lawyers. Maybe to be an automatic lawyer, unqueer, but it is designed to be at LLM's for lawyers. It has an eight billion dollar valuation right now. They have raised an absolute mountain of capital unlike in the.com boom. The.com boom, these companies were all public. So when they when they kind of fell apart, everyone knew they fell apart because they were public. I think that you're going to have these some of these companies that are private who raise a ton of money, they're going to kind of do a clubhouse where clubhouse raised a ton of money and then just kind of like quietly, you know, I mean, I don't know what they trickle the day. I mean, you recall that clubhouse raised a huge amount of capital. And as I don't think we were talking about clubhouse very much anymore, I think that we're going to have this same effect on some of these companies. Open evidence. I'm less convinced about open evidence. This is aimed at docs. But Harvey, I think it's just going to be emblem. I think Harvey is the pets.com of a coming AI correction where where a Harvey's going to bust out and everyone's going to be like, no, no, we knew that one was crazy. And so you know, this is not going to be a flaw on AI bust. I don't think. But I think in a year, we will have some end of the little habit. There'll be a different nomenclature. And Adam, because this is one of those things, and I know you remember this. Remember when we called it the correction and not the bust. There was this very brief period from April 2000 to November 2000, where we called it the correction, where pets.com had had blown up and a bunch of others had blown up. But not son, not Cisco, because, you know, we're the picks and shovels and all this other kind of like nonsense that we told one another. And then you guys like, oh, no, no, it's not a correction. It's a bust. I think that we will have a different kind of name. You know, this will be the rationalization, the focusing, the sharpening. Who knows? But it'll be called something that says that it was like, no, that Harvey was clearly insane. But these other companies are not insane. That's not okay. When Harvey AI acquires mofo who wins? Like an A.O.N. time. What a great part. Oh, totally. Oh my god. What a great parlay that Harvey just starts flat out acquiring law firms, which is what is totally plausible, by the way. That is like, and that is your AOL time Warner is the the Harvey Morrison Forester or the Harvey Wilson Sincini or like like, why pick a that kind of valuation? They can just buy them all. They can just buy all law firms. You know, maybe that's what they yeah, they are the law. Yes. They are the law. So yeah, that is my that is my one year of friction. So I do I do think that we're going to begin to get the I think things have gotten it's just gotten to because the fear of any kind of bust seems to be gone. And that's the moment. It's a really dance close to the door as they say. Love it. So we got some big, big, big IPOs happening potentially this year. And I don't know Adam, if you got any thoughts, so you got SpaceX, OpenAI and Thropic, all potentially going to trying to get out trying to IPO, I think we are going to have one of those S ones is going to be disconcerting. And that it's it's going to show that the the economic models of one of these companies is much more strained than people realized. So we get one S one, everyone vomits on it and we don't see any more S ones. I don't know if we don't see any more or I don't know if we do or don't see any more. I don't know, but I think that the like that you're going to have an S one that is extremely because like I'm thinking of the we work S one in particular like the we work S one ended up having a real blast radius. If you remember that where it was really revealed that like oh this is not a good business that we work as in. And we work out how it was all sorts of shenanigans and I think that that we will see some kinds of shenanigans in one of these big S ones is my that that is my prediction. But the I also I you know what I'm just going to say it even though like this is a dumb prediction. I think that one so the I think the space X S one damages either Tesla or X AI. So I think that the space X S one reveals something where you I mean in particular like to my three year prediction of last year that the cyber trucks no longer made space X is infamously buying like lots and lots and lots of cyber trucks and I I hope to hell that this is somehow above the bar required to be in the S one to reveal how many cyber trucks they've actually bought but that's the kind of thing I'm talking about. Just the like one hand washing the other of the Elon enter you know enterprises. That that's right that's right. So that that is my that's my other my other one year prediction good um we'll see so uh oh and then I got one other than I'm sorry I'm I'm really I'm really just dropped a lot on your predictions. I think that we're going to see um a a real problem with AI induced on we among um where the where software engineers in particular get listless because the AI can do anything so I'm going to yeah what do you think about that? Definitely I mean yeah that like anyone who's paying close attention to coding agents is feeling some of that already like there's an extent where you sort of get over it when you realize that you're still useful even though your ability to memorize the syntax of programming languages is completely relevant now but yeah yeah I don't know I mean something I see a lot of is there are people out there who are are having existential crises and like are very very unhappy because they're like I dedicated my career to learning this thing yeah and how it just does it what am I even for and I I will very happily try and convince those people that they are for a whole bunch of things and that none of that experience they've accumulated is is gone to waste and so on but yeah no it's it's psychologically it's it's a difficult time for for software engineers and do you think that we had a name yeah sorry sorry we had a we had a lobster situation where like somebody was like borderline suicidal because of being upset about the fact that they're like life skills wasn't no longer going to matter anymore and it was like it became like a community problem because yeah so like it's it's definitely happening for sure okay so I'm gonna predict that we name that whatever that is we were like we have a name for that kind of feeling the with and that that kind of whether you want to call it a blueness or a loss of purpose and that we're kind of a trying to address it collectively in a directed way okay this is your big moment it's your big moment pick the name you call your shot from here this is this is you pointing to the stance um you know like deep blue you know yeah deep blue deep blue oh she should walk me into that you bastard you just blew out the candles of my birthday cake wow well wasn't my big moment at all that was you are big moment no that that is adam that is very good okay deep blue is fair it's all of the cast players in the go players I know I went through this a decade ago and they have come out stronger yeah it is deep blue Jesus Christ Adam you scare me sometimes man there's a reason there's there's a there's a reason there's a reason like you hate listen sometimes it's you know what this web 3 is coming back and by the way I tell you this on the book that I'm hate reading for the third time but man every once or a while you're really I always spend it out of the park okay I need to throw an apositive prediction yeah but it's not an AI prediction this is a one year I think that cacapal parrots in count in New Zealand yeah going to have an outstanding breeding season the reason I think this is that the remu trees are in fruit right now okay the cacapal parrots there's only 260 of them left okay they only breed if the remu trees were in have a good fruiting the remu trees have been terrible since 2019 but this year the remu trees were all blooming there are researchers think that all 87 females of breeding age might lay an egg and for an explanation only 250 remaining parents these are great parents okay as you know I love this because I think and I'm gonna like I'm gonna elaborate on this and make this is something humanity want like this becomes something that people like it's like the the condors on Silicon Valley that the like everyone wants this is a feel good story that during a difficult age it's it's it's the perfect it's the only positive news I've heard it's so good because if you if you've never heard of a cacapal go and look them up yeah big dumpy green flightless parents they're super charismatic we need more cacapal this is like the miracle on ice in 1980 this is the this is the thing that they in a in a difficult time this is what gives people hope that positive things can happen yeah I love it that's great that's a very positive prediction and I want to go yeah I mean I need like some webcam setups we can like watch the eggs hatch and and everything else the cacapal teams have very good online presence that is awesome and you should know that there's someone in the chat saying hey I'm a New Zealand this guy's right he's the key we know that it's like you know finally some guy they finally have a guest on this podcast it really gets it so that's that is that's a good one I hope someone just got bingo that's all right are we on to three years have I I've exhaust yeah three years what's let's let's do some three years why don't you start Brian you you bring a big bag of yeah okay so I think that that in three years will be a and I think it's not going to hack trepon I just don't think it's going to happen the next year I think it'll but I think it is going to happen a massive pivot away for a delineation between AGI and ASI and realizing it look the whole idea of AGI is politically it is a dead letter it is not something that is for a democracy and Simon you said this last year about not wanting to live in a world where people didn't have work right people don't want to live in a work with oh world of those not work they did they really don't work is very important to people sense of meaning and any kind of claim that like we've identified we've we've built this kind of super intelligence and nobody needs to work again I think is going to be really resisted and and I think it's also it's also helpful that it's not my personal opinion not true and so I think you're going to get a lot of a the AGI is going to be the thing that we already have and oh no ASI is the thing you're worried about well no no we're not doing ASI who told you that no no no no no we are our mission is to build the AGI good news we already did that with chat GPT 5.2 already was AGI so I had I think that's going to be in the next in the next three years they're going to stop talking about AGI as this kind of thing in the future that I can talk about something it's already done but then super intelligence is going to go away as an aspiration sorry what do you think I love this prediction the one thing that worries me is it's valuations right the AI companies with the giant valuations the only way you justify those valuations is if it represents the the the total addressable market is all human labor and what are they going to how do they dial their expectations back and and not sort of invert the reason for their company existing well I think that this is going to be part of the AGI bust so I think I think in three years we are we will see and again I mean there's no doubt that the furniture models have tremendous there's tremendous value here there's no doubt about that um but I think we will boiled off a lot and I think that the we'll be really looking at these things as tools in in three years it would be wonderful this is your utopia this is my utopia prediction this is that like look the like the the the the parents have the the you know the the the the cacapoo parents have their extraordinary breeding season and that like humans have jobs that's like those sort of those are the two field good stories in fact there's so many parents that people have to just like domesticate them so that's right new jobs so that is among my three year predictions Simon do you know what what are your what are your three years one that's semi related um we will find out if the javan javan's paradox saves our careers or not oh there you go yeah yeah this is a big question that anyone who's a software engineer has right now is we are driving the cost of actually producing working code down yes with fraction of what it used to cost does that mean that our careers are completely devalued and we all have to learn to live on a tenth of our incomes or does it mean that the demand for software for custom software goes up by a factor of ten and now our skills are even more valuable because you can hire me and I can build you ten times the software used to be able to so I'm more valuable to you and I think within I think by three years we will know for sure which way that one went yeah and so to give people contact about the javan's paradox the javan's paradox is a 19th century due to a Scottish economist and I observed that as coal was becoming cheaper more that was being used and that that would and that was a paradox that it would like why is it why are we in the reason we were using so much more of it is because we are finding new uses for it and the question is the javan's paradox for software engineering would be as this becomes much cheaper do we do much more of it so we're not putting people out of work because there's actually much more of it to do and the thing that is interesting about javan's is that javan's was that that paper is called the coal problem because javan's was not incorrectly very worried about running out of coal and what did not foresee at all was of course the discovery of petroleum and solving the coal problem in a completely different way so it'd be interesting to know if we end up but yeah so you think in so in three years we're going to know that we will know yeah okay this is how it played out yes yeah one thing I love about the javan's paradox is that Brian you're the first person I've ever heard cite it and then in the years since I've heard you cite it it's been cited increasingly more often like I feel like I see people reference the javan's paradox like once every three months now when I've like never heard of it five years ago yeah so you know I I'm Steve bless you for saying that um I um I the whether it's you know whether Adam is putting you up to her or not be like watch him jump down on this he won't question this at all he's like you know this guy loves the the the sycophantcy of these elements you just give him a um you know I feel like I like I don't forget the javan's paradox actually in a a keynote like like nine years ago and I'm like I feel but I'm and I'm obviously it's like it's the mean it's it's from the 19th century so it's like it's a clear way you can't claim how much credit for it so I don't but thank you Simon also did his three year was like what I was trying to get at but I couldn't figure out how to say it and I said something that was much worse so mine ended up being like using AI tools and writing software professionally is going to be considered something closer to autocomplete or syntax highlighting than something controversial exceptional and I was trying to like I originally had something in there about the industry is going to figure out our existential crisis around these tools and it's just going to be like one way or the other but I couldn't like figure out how to put it so like I was second I think it was very well said Simon um yeah well and so I think that that we and Simon I think it's it's a very good observation I do think in the dovetails into another through your prediction that I've got which is that the we see much more custom built software and much less says so you get a lot of LM generated or assisted software that's running effectively custom software so you're you're developing software to put in production for yourself and you kind of care less about the stuff that's like well you know yes that are maybe things that you would care about if you made this available as a service to the internet right which I actually don't care because I actually am I and because one of the things that I mean when you when people consume software to service especially like the more niche it gets the more important it becomes to your business and then the easier it is to have a real disconnect with your software provider um and um I mean Steve the when I at oxide you were very much on the front lines of us replacing SaaS software with software that Steve wrote that was I mean Steve you were LM assisted right you're making it I started to write and then eventually Claude wrote all of it like it was very much like I started this before I even thought AI tools were good and then by the end Claude was doing a lot of work uh I think what right before I left we looked at it and like my personal AI usage was like the same as the rest of the company at the time or something like that I think the bill or whatever uh and I think it's gotten it seems like y'all have used it even more since I've left but like yeah absolutely I think this is a definitely a huge thing um there I have several personal projects that are effectively just replacing uh you know SaaS tools with things that are bespoke for people and it's it's great honestly we're gonna get you're gonna get like hey my my the my SaaS vendor they're they're charging me too much money or you get like the case we have like actually I would gladly pay more money if you delivered us actually the software that we actually need and then in this case it was for PLM probably like some management but the you know you get these kind of esoteric I mean the not the esoteric is too strong but these things that are very important to the way an organization operates that your software preventer just doesn't they don't care about your software as much as you do I mean this is what you know that old adage that no one cares about your money like you do nobody cares about your software like you do and I think that um the the ability to custom to build custom software uh and I think by the way this is going to be a real source of for you we're gonna have a lot of young people that thought they were going to be working for Google and meta and and and so on that are maybe not going to be um and they may instead be working in the kind of more mainstream economy writing software using LLMs to write software that's very relevant to you know yeah well this ties back something I've talked about earlier the sandboxing thing yes if you want basically if you're if you want your SaaS to say relevant you need to embrace plugins and extensions where your customers can customize it in all sorts of interesting UIs yeah that the way to do that with with a sandbox where they can write code that can safely interoperate within your platform and not delete everything but all of that kind of stuff this is the kind of thing which used to be really difficult to build like Shopify built this a few years ago right the Shopify functions but very few of the companies have done it I think a lot of companies are going to start doing exactly that yeah interesting uh there are a ton of like industries that are normy industries where there is like 10 consultancies that make shitty software that professionals use because those are the only 10 companies that know they're wonderful like my girlfriends are real estate agent and like when I look at like the tools and the SaaS tools that are useful for her they're all garbage and I've been using cloud to build her uh you know website instead and it's like way cheaper to just like pay the upstream for you know MLS for the jade of feed and then just you know have your own thing done and it's like way nicer and way cheaper uh because like and I think it's just so many industries that are very similar kinds of things where there's like the software this major professionals is just bad actually the most successful implementation is patentable time is Salesforce right Salesforce incredibly customizable dream force in San Francisco 60,000 people attending and they're all professional Salesforce customizers so that patent absolutely works it's just it's really hard to build which is why a few companies other than Salesforce are built saying with that patent it's that successful yeah interesting yes maybe maybe Salesforce ends up being the the kind of the the victim of that of people being able to build the stuff easily on their own uh Adam give a three year yeah actually tax into a similar theme I was thinking I think we're all thinking along with the same lines in this three year horizon and I've been thinking about some of the observations we've made in the past about about uh standing on the shoulders of giants about how all of this software is enabled by all the software that came before it uh and you know I remember when we looked back at um was that that Microsoft the showstopper book about the development of NT you know of us seeing of seeing that as as really maybe one of the last isolated systems like systems that are not kind of participating in this larger open source uh network effect kind of thing but I realized that LLM's like a benefit from open source without necessarily needing to use it directly they benefit from all all of it being out there so uh I started to figure out how to phrase that in terms of like this kind of concept of like everyone's going to build their own software you don't need to use open source software you can just build your own so I kind of set that aside but instead my prediction is that we get a crisis of AI Slop open source so contributions projects that like creates.io is just inundated with this AI Slop open source library and it becomes indecipherable and so does it does this uh how does this affect open source in the large does this make open source less tenable I mean is there these two trends combined yeah I mean I think it's a yeah the part that I had there that I hesitated to make is that it makes a proprietary software more attractive because you have a brand behind it a person behind it a throat to choke as it were behind it um where you know it's not you have some providence associate with it you have some quality associate with it you know it's not malware uh and it helps sift through uh this this AI Slop on Slop and and organics movement but for software is it certified human written because you know oh yeah absolutely like the non-GMO uh the repo absolutely yeah definitely um I know I and so I think that you wonder it's because you need these foundational things though to be open source in order for this whole thing Python has to be open source for this whole thing to work right you you need to have these kind of foundational things that are open source so but it's maybe the these for or do you think that that even those things do we are do we see a return to proprietary programming languages although I guess actually we're using the rooms that the LMS invented themselves so yeah that's right that's right it's a good question my programming languages but I do think you see like the the value of proprietary software or perhaps just like paid software may maybe still open but licensed is getting providence and uh the sort of insular benefits that often come with paying for something interesting I've got new 301 yeah yeah I think somebody will have built a web a full web browser mostly using AI assistance and it won't even be surprising oh interesting is that a big complicated system yes so we will have notoriously come like yeah rolling a new web browser is one of the most complicated software projects I can imagine yeah and specifically the reason I think that's going to work is it turns out one of the most effective ways of using a coding agent is to give it an existing test suite and tell it right code that passes these tests and in the past three weeks I've done that for an HTML5 parser library I spanned up a brand new implementation of HTML5 parser that passed the 9200 HTML5 conformance tests yeah and I did it for a for a JavaScript interpreter like I've written a naughty little Python JavaScript interpreter that passes the micro quick js test suite and it wasn't very hard because you once you've got a test suite it just keeps unplugging wed into all the test paths I think the browser specs are nearly at a point where a lot of these things there are conformance suites like there's the CSS conformance suites as all of this stuff honestly today you could start one of these coding agents working on this problem and it would make a surprisingly decent amount of progress three years time I think it's going to be easier I think they'll be able to do it yeah that's it when that I mean that'll be interesting right if you can build a system that is that sophisticated but it's the cheat the cheat code is the conformance suites if there are existing tests yeah you can point to that it'll get so much easier yeah and now but that does and then that does allow you I mean that gets you out from underneath some of the homogeneity that we've got in yeah at various levels of the system right I mean awake one of the questions we definitely have is what the and the time you know going back and forth on this about whether we're going to have is called code could be writing kernel drivers right where the the the loop is more complicated there you don't you don't have some of those things you're talking about in the browser you don't necessarily have or something like a device driver well to know with the device driver it either works for it doesn't right like you can oh oh there you go this is my nipity with that right now I know it's you can reduce the problems to a thing where the agent it's coding agent self can tell if it got it yes it's easy it's easy you can't it's not yeah and then with the device driver you can unfortunately the it is really really hard um if the and because it then you have all sort I mean it's not just the edge conditions that you've got performance you guys you just you you guys it's um it's it's it's complicated I think to to but I think for those things that you can get that kind of reliability and I think I said this is as much my one year but just to be clear when when Adam said I was out of my mind about five coding going out of the lexicon but I think that certainly in my three year like we are going to be using LLM's to be more rigorous about the way we do software and sharing oh yeah that's the one yeah yeah yeah yeah yeah um and I I think that that's going to be a real that's going to be a big blip in general where it's like no no no this is a this is not coming to replace your job this is coming to help you do your job better right the thing right today with LLM's um automated test no longer optional um contention discretion no longer optional good documentation that's actually upstate with code no longer optional those things like in the past we've been able to excuse oh we don't have a good test suite yet because we didn't have time that doesn't work anymore you've you've got time now the run code overnight and you'll come you'll wake up to a test suite and it'll be a bit shit but it's better than yeah right yeah kind of it is it's just amazing this little livin uh I've been wondering lately if like one thing that has a really good sets test suite is the rust compiler and I've been working on a little programming language for the last two weeks and I've gotten way farther than I've expected to uh partially because I went spec first and that's how this like sort of tells me that but I've been thinking about like should it have just been a rust compiler instead of my own little language because like there are so many tests for the rust compiler it's like they've done a very great job with that and I'm really curious if that's something that similar to like I'm going to build this HTML5 thing I'm going to build a JavaScript implementation like is someone going to make a rusty uh so here's a fun one I think it's now easier than ever to introduce a new protocol into the world if you ship a conformance suite yeah like release a conformance suite and boom overnight you'll have libraries in half a dozen languages because the conformance suite is the majority of the work yeah that interesting uh and then then you also make it when you when you do that you make it much more readily adaptable by other LLMS you make it like it's like it it overcomes the problem that it's not in the training data and people are so kind of nervous that you could never launch a new programming language now because it's not in the training data but the context length of a big enough now that if you can get it into a test suite and fit the instructions the examples and how to use it in 10,000 tokens doesn't matter that it's not in the training data yeah uh Ian we got you up here I know I probably should have you if you have one year or three years, but you've got such a great track record that we look to you as our no-sredomas. Maybe you just strongly agree with me that bifurcating is going out of a lexicon. I'll take that laugh. Adam, that laughter is noted. That's derisive laughter. I feel like the only way that bifurcating leads to lexicon is if the older generation makes the term uncool so the younger generation comes up with a new term that is cooler than bifurcating. What he's saying is you have a big lever. I've done this before. I know how to, it's like it's like, no, he's not, come on kids, isn't that hella cringe? It's like, "Dad, dad, dad, please stop." So yeah, just watch me vibe this up. I'm vibing right now. Like you guys, I'm just vibing this up. I'm like, "Okay, we need to know the term. We need the term for this guy." Thank you, my vibe. That's right. So I do have a few predictions on the one year. I have demand outstrips supply for Waymo rides from San Francisco Airport and the way I mentioned that will be weight times greater than 10 minutes. Yeah, interesting. That's a great get. That's a great prediction because Simon, you said this a couple years ago that the absolute cheapest tourist attraction in San Francisco is a Waymo. Oh yeah. It's 10 bucks. You get to go on a self driving car. It's the best. Right. It's like, why wouldn't I wait 10 minutes for a Waymo? It's like, I'm waiting on, you know, I'm going to wait for 10 minutes for the pirates of the Caribbean. Why would I not wait? I don't think it's worn off. For me, it hasn't worn off. I've been riding way more for a year and a half. I still get that little like, fish on a glee when I get in a Waymo and it sets off on its own. Yeah. Well, and I actually saw I was in the apparently, it's pretty tight like cordon in the mission where the zooks are riding around. Yeah. And it's all I, and it's not enough to. Yeah. And I was, I was trying to get on the zooks, you know, I'm on the zooks weightless. What it is? It's enticing you. I want to actually, I want to get in that. So Ian, great prediction. Is that one year prediction? Or is that what's the? Yeah, that's a one year prediction. Because they should be launching rides for Mesa for the general public this year. I have a second one year prediction. Yeah. So, friend as in friend.com, I think they will have under 10,000 activated devices at the end of the year. Well, under 10,000, but that's probably a conservative prediction when activated devices. Someone has bought the thing and has actually sent at least one message to it. What is friend.com? Oh my. Oh, okay. Yeah. What? Go on. Yeah. Brian has not been to New York City this year. Yeah. Yeah. Is that right? Oh. Sergio had campaign had a very long. Before you explain it to me, Adam, I know you've been a little bit quiet. Do you? I think Adam. Adam also does not know what friend.com is. And he's he is. I love friend.com. And I use it the way that one conventionally uses it. Just like normal. Just normal. Just like normal. Like all the all the way you other folks use it. Anyway, go on. All of them explain how we all use it together. Tell father time here. How do you use it? Tell funny, McDuddy-Duddy, how we actually, how all the rest of us use this. Yes. Yes. No. No. Yeah. So tell me about friend.com. Yeah. So friend.com had a large subway ad presence this year in New York City, but also in Chicago. And I think they did a campaign in LA. The New York City ad campaign was not where received many of the advertisements to face by the New York City public. So the degree that there was there was a picture on I saw of someone went as the friend.com advertisement for Halloween. So they they printed up a sweater of the friend.com advertisement and handed out sharpies so people could to face. No. We caution similar to the ads in the subway. Hey, you know what? I got a hand it to you in New York. This is a very Bay Area thing. You go all doing out there. We're like, you know, that's bad. That's that's that's great. That is really terrific. Okay. So what is so why what is it? It's a it is a it is a AI companion. It is a 129 dollar pendant that has a microphone that connects to your phone. And it's it uses the microphone that could have just been the microphone in your phone, but isn't for some reason. To send messages to a AI companion which can respond to you by sending you. I think I think it talks through the phone to you. So it is kind of AI chatbot psychosis as a service. Right. That's right. This is like in the vein of the rabbit R2 or the humane pin. And this is yet another AI wearable. That sounds like it's it's a you say destined for I I'm really sorry that I've not I didn't get a chance to enjoy this whole ride. But thank you Ian for you say less than 10,000 devices. That's a three prediction. Okay. That's a one one year prediction. But yeah, I mean, I'm not going to get to 10. I the three year would be that I'm pretty sure this company is going to flame out. But yeah, the one year is that this ad campaign does not really make the needle for their music company. Oh my god, that ad just and that's the kind of thing where it's like I know because I'm basically like a robiter. And when I am tempted to face things, it's like when I'm tempted to like run over that that the the the security bots as little tones that wopper that that that Samsung had that would run around and beat you. I'm like, you know, I think that I want to throw you into the ditch means that you are I mean, that's like this is this is bad news for you. Well, this is Brian. Why I think you claiming that this is like that what something this would never happen to Bay Area Bay Area people are rule followers to a much greater control. Yeah, this is a New York phenomenon. Oh, yeah, yeah. No, no, I like I love the I love the rebellion here. And then Ian, do you have a guess from three years here? Yeah, so for the three year, I was thinking about the windows 10 and of life and the flames of the year of the Linux desktop. And my three year prediction is kind of an anti on that where the prediction is windows is still above 90% on the steam hardware survey as of December 2028. Okay. And that's a good one or or a grim one. I'm not sure. I think that's a you can't even add a utopian or dystopian. I think it's I think it's well, here's the thing. I think that Linux has gone from less than 1% to over 3% on the steam hardware survey in the previous six years driven largely in part by steam first party hardware. So the steam deck in particular, but also, you know, just Linux usage in general has gone up. I think the Linux usage is going to go up in the next three years. But I still think that windows is going to remain pretty dominant within that hardware survey. So it means that like they may go from 95 to like 92 or something and and Linux is going to grow up to about 5%. But I suspect that for people who think that people are going to go out and replace their windows 10 devices with a Linux machine or install Linux on their existing device to avoid buying a new device, kind of a little optimistic about how much work people want to put into it to make a p. I mean, you imagine going back in the time machine and being like, oh, this is a year at the Linux desktop. How we're going to have computers writing software in production before we have that is sorry, we are this is although I have you I have tried to use chat GPT and LLMS more generally on Linux audio problems. What's interesting is that it's actually not that helpful that it's the I mean, they tell you the things that you know, whenever it's it's Linux Linux audio is still undefeated. This is what I like to say. Part of the real struggle here is the kernel level anti cheat, which is like basically necessary for some genres of game that will just never happen with Linux. And so that's like, I don't know. Some of this is about like the relative market size of those markets versus other ones, but like there's some gate like I will never not use windows because all the games I want to play effectively require kernel level anti cheat to run. And so it's just that they're not going to ever work on Linux. Um, the, Adam, you know, this podcast is really really arrived because my 13 year old daughter is texting me predictions that she has during the episode. So she and she's our whole demographic. And so this apple didn't fall far from the tree. She thinks this is going to be a major scandal involving Apple in the next three years. So I, you know what? I don't ask any follow up questions. She also said that that she thought that the open AI guy was going to go to jail. She told me and I'm like, Sam Altman, she's like, I don't know who that is. I'm like, that's the open AI guy. That's true. That's what you think it is going to go. It's a sure. Uh, Sam Altman, if you're listening to this, please send us a cease and desist because we have that goal for this year. Uh, okay, let's go on to six years. So we're ready for some six years here. Um, Simon, what do you got for us? I've just got the one. I think the act of the job of being paid money to type code into a computer. Yeah. We'll go the same way as punching punch cards. Okay. I do know. I think in six years time, I do not think that anyone will be paid to just to do the thing where you type the code. Just have the code. Yes. Okay. I think software engineering will still be an enormous career. I just think the software engineers won't be spending multiple hours of their day in a text editor typing out syntax. It will look like punching cards. I think so. Yeah. Interesting. In, uh, in six years. Um, and, but software engineering still very much exists. I believe so. I hope so. Very much hope so. Because I think the, um, the challenge of being a software engineer is not remembering how if, well, if, what, if, what, full loops look like, it is understanding what computers can do and how to turn fuzzy human requirements into actual like working software and that's, that's what we're for. And I think we'll still be doing that. Just a lot more of it and a lot more ambitious scale. And then, okay. Do you, does the software engineer though deals with code? I mean, they, I mean, the code is being written. They, they do, they probably look at it occasionally. Okay. Only occasionally. Yeah. A little bit. So in that, who debugs it? Um, I, I hate to say the agents debug it themselves. Okay. Who debuts your device driver? I, I, like working on this programming, like, I'm doing my own code gen and like, cloud is happy to pull out GDB and just like debug the programs that it generates and why the, like, like, the binary is wrong. And then backfill that into why the compiler is wrong. Like, it's better at that I am, frankly, this is, you'd be some moment me and anything else, but like, it's a thing that it can do. Now, I mean, this is a really interesting thing I've been sitting just in past three months around coding agents is that four months ago, I was absolutely on team. You cannot commit a line of code that you've not read reviewed and understood that these things have written for you. Yeah. That's just irresponsible to do that. I'm edging away from that a little bit because it turns out the art of using this effectively is get them to prove to you that the thing they've written has worked. The same way it's like, when you're working in a company, you don't review every line of code that another team has written your team depends on. But you do talk to that team and you make sure that they are making a convincing case you that the code works well and they've tested and they've covered their bases and so forth. It's a similar kind of thing and it's so uncomfortable. It is. It is beginning to give me the early onset of what they what they call deep blue. Yes. But you should be up at the end there. There's there is there's still a role for software engineers. Adam, do you have a six year? You have a couple. Dovetailing on your daughter's prediction. I predict that the the cell phone business is drying up because for keeping the devices longer. So Apple has several new attempts for what the next flagship thing is going to be. Oh man, that's a good prediction. That's interesting. I have like almost the opposite prediction written down here. I had phoenix remained the most popular form factor for personal computers in terms of units so in the training 12 months. Yeah, but I do think this longevity thing is a real, real, real issue that these I mean, you've already begun to see this where people are like, why am I getting the latest iPhone again? Like the cameras are awesome. And I actually, I cared more about battery life. I care about like, is it waterproof? I mean, I care about other things that so out of how does this the I guess this this happened after the major scandal in the next three years? Yeah, the terrific. It must be on the heels of that scandal. Or maybe the maybe the scandal and maybe this somehow wrapped up in the scandal. Maybe the scandal is that they are they're scandalously entering a new business. What have you on? No, I think that that it's got Apple and Apple's got a ton of capital. So they could go, you know, they could they could do a bunch more Apple vision pros. Yeah, well, they yeah, so in the end, do you feel that because you say this on devices sold is still good? So you think that the phones are going to still find ways to differentiate? Or I just I just think that there's that I kind of have the opposite view in that I think that I think the phone sales may not go up, but they're still just going to dominate in terms of unit sold and there's no other form factor that has emerged that is more popular as a personal computing device. Yeah, I don't think those are incompatible. You know, I think what I think you know, phones going down, it still could be the most popular form factor. And folks could be desperately Apple and particularly desperately trying to figure out what the next thing is going to be. Okay, could I tag a prediction on to that, which is that if phones are not the most popular form factor, I think it's going to be the neural link device of some sort. Oh, here we go. I normally in in six years. Does this how? No, I don't think it's going to happen. Okay, but if phones, if not phones, if not phones, if not phones, it has to be that. Notice all of the other form factors, the little bracelets and things you talk to, that's all garbage. Nobody wants to talk out loud to their computer. Right, right. But if you can think to your computer in public, that's the thing that could knock the phone off its pedestal. And it will be the leadership of the pope of the papacy that that tells us that we get the leading the way with the neural implant. Okay, interesting. Is it the first, yeah, first prediction is the mixture of all of these, which is of course Apple acquires friend calm. And it's our less than 10,000 devices. I have a second device prediction for six years, which was I predict that more max are sold in the trailing 12 months than any smart glasses or AI companion devices. This in the trillion of six years. So in five years, you got more max than anything else. Then, then, then, when the six years is up, we look back in the previous 12 months. It's a killer laptop. It's laptops and phones. Yeah, I'm saying that laptops were specifically max. So it's not actually laptops. It's the Mac line because I think that's the only thing that you can get a number of units on roughly. But I think that more of those are going to get sold than any smart glasses or AI companion devices. And I'm saying max specifically, but like, I think that you know, laptops is definitely going to be as bigger than max. I'm saying that like these smart glasses and AI companion devices, it just not a real volume seller at all. Yeah, I agree, or any like real degree. Yeah, I agree with that. So I am going to say that the DSM adds LLMs as a contributing factor to psychosis. The same way, the DSM treats LLMs the way it treats kind of like cocaine, where you can have a lot in the early days of the profession and then looked back as a mistake of having done. Well, no, no, because I think we're, we are, and just you said, the lobsters issue earlier, I think that we are, we are going to have an increasing number of incidents of LLMs resulting in psychotic behavior. Okay. How's the DSM going to think about social media in right now? So right now they do have the on like internet gaming, for example. Okay. And they, but I think this is going to be more, this is going to be faster than internet gaming, because I think that where gaming is looking more at social isolation and some kind of modicum of dependency versus like, no, no, you, like the LLM got you to do something that you would not have otherwise done, that you had this delusion that, that, that, you know, your, that your mother, that, that your mother was involved in a global conspiracy, um, it, and, and you burned down your house. You're besting against the AI labs being able to attempt this stuff. Which I think is a bad bad. I think it's, well, it's more than I'm like, I'm just betting, I'm just betting on crazy, um, in that like, I think that, that like you, you can't, there's no amount of safety that you can put in place that allows these things to be used and not, that's, I'm not much, I don't know that they will be liable. I think it's going to be more like for, for diagnosticians to be aware of like, hey, if you're talking to a patient, like, do they have this kind of idea because of the LLM? Have they been having conversations with their LLM about this? I mean, it feels like we need this to die. Oh, no, I think we do. I think that this, I think that the reason I was saying earlier at the top that I was struggling with six year predictions, the DSM moved slowly. So that's why I, that, that's why this is a six year prediction and not a one year prediction. And this is well beyond deep blue at this point. This is, this is well beyond deep blue. That's, that's exactly, well, no, because this is not like a feeling of, oh, we, I got it. It's delusion. It's a delusion. This is the psychosis thing. And again, we, we have already seen this, um, we, and I think we will, and it's an accelerant. It's like, it's like substance abuse. You've got people that can have a, that can use substances without actually developing this kind of psychosis and then others that, that develop a real psychosis around it. And I think they will see the DSM become aware of that. So I think, I think you will also have, um, you will have, I think actually in three years, but certainly in sex, you're going to have people trying to use as a legal defense. The LLM made me do it. I mean, I'm not blaming the actual frontier model. I'm actually, it's the, the LLM that, that did gin me up and talk me into doing this, um, this, doing this, this illegal act, whatever it might be. And I also going to use it for, for stock buyers that are going to be like, the LLM told me to buy the stock. I didn't use any insider information to be honest. Absolutely. Absolutely. This is, you know, the, oh, the kiddie did it is what the, we went with the, with the, you know, when you got the toddlers, the, of everyone blaming the LL apps. I know I, absolutely. The LLM told me to buy the stock. Um, oh, actually, uh, if I should, I forgot one of my three years. Um, I do think, um, ads are going to enter LLMs. Um, I, and I think that you're, um, and I think it's going to be an issue, um, where we, like product placement, be like, you know, but what would go great with this recipe is a Coca-Cola. I think, um, product placement in where you were actually either putting your thumb on the scale of what, of the output or getting more of the input. So the, because I mean, you think about like the view that these chat pots have on the kinds of questions that we're asking. And boy, if you were developing, you know, if you were in marketing or you're developing a product, wouldn't you love to know what people are searching? Right. And it feels like it's like that something you would pay for. And it's something that, you know, it's like, I think these guys will sell it to you in post the AI bus that I'm predicting lovely three years. So, you know, I did all my, all my predictions, try to hang together. ChatGPT knows when you're pregnant because you tell us. Yes, absolutely, absolutely. The old adage of like, I think it was a target, right? That famously knew, famously, apparently, that wasn't real. The tug, yes, someone's pregnant from their bunch, you have it. Apparently, that doesn't hold up. That make it, yes. That's a relief, because that did make that kind of didn't pass the smell test at the time. So, um, and then I think about, are you saying that, like, the ChatGPT equivalents are going to integrate as as a first party, or are you taking a, like, SEO blackout view of, like, people are going to work out how to get their data into the training data, such that when someone asks what the best laundry detergent is, then the model will spit back. Oh, it's definitely tied. And you should not use any other brand. I was not predicting the latter, but I think the latter is a great prediction. So, I think that they, I strongly concur with the latter, but I think that we're, I think there's going to be a need, like, they're going to be other kind of commercial vectors here, not some of which, ultimately, it's going to be ads at some level. It's going to be getting you to buy product. Um, the Adam, did you have other, other six years? Yes, I think you're like this one too, even though it sounds insane as I read it. I think Tesla is going to be out of the consumer car business. I think they're going to be selling batteries. I think if they're going to be selling fleets, but I think that they are not going to be selling to individuals. And their numbers are like down year over year for the last two or three years. And I think that's going to continue. Um, do they sell whatever the plural of optimuses? Is that optimal? What is the plural of optimus? The Tesla bots? Is that, does that ever come to fruition? Is that what they sell? Oh, uh, sure. Yes, it's, it's, it's, it's, it's, it's, it's their friend.com. It's a friend.com. Okay. Yeah. Yeah, but I love this production. Obviously, but battery, I mean, batteries is already a big part of their business. And arguably the cars are batteries. And then, uh, and fleets, and fleets. Okay. So they are out of the consumer car business. Yep. Um, I do love that one. Um, um, I'm going to add that, um, in videos, uh, peak valuation in six years, we will see was in 2025. So, uh, I, I, I think we are past in video. This is not stock. And this is not investment advice. Although, although this one is definitely, if you think it is investment advice and you act on it, if you could please send us a cease and dissafe, we'd appreciate it. Um, um, if you're listening to this, please put all your money into shorting and video. That's right. Um, I, um, I think that, and this is not a slight on Nvidia. I think that the valuation is it, it, it, it, it's simply, uh, too high. Um, and the too much competition, too much, the, the, there are too many, I mean, we talked about Gemini last year. And I mean, Gemini not trained on Nvidia GPUs. I just think there's, there's just too much out there that too many headwinds, ultimately for them for, for that valuation. I think it is absolutely a going concern, um, in a well-exciting business. But this dovetails into one of my predictions too, it maybe justifies it. But I say in six years, Jensen hands over the reins at Nvidia and to a successor CEO, maybe on the, on the back of the, the dwindling stock. Uh, and is that CEO Pat Gelsinger? No, I think he's, he's focused on his faith based startup. It's his faith based, uh, LOM startup. Yeah. Um, I mean, he'll be like 68 or 69. Jensen, yeah. Yeah. Yeah. Yeah. I mean, almost 70 year old man who has infinite, well, decides to retire. It does not seem. Yeah. Sure. Okay, bet against it. That's fine. Uh, but, uh, but look at like Morris Chanc, who at age, I don't even know, he's still going strong. Well, Larry, I listen, uh, yeah, I was going to go peer on Lomond, but yeah, Larry, I listen, fine, silly podcast. Um, all right. Um, the, uh, Steve, the six years. My, my six year is boring, but it's funny because it shouldn't be boring. It is, which is, AI will not have, will have not caused the total collapse of our economic and governmental systems. Like, I, you know, that's a very optimistic prediction. That's great. Yeah. Yeah. I'm choosing to be optimistic here. Uh, I think anyway, I mean, I, you know, there's some ways in which that could be a pessimism and non-optimism, but I'm going to, I'm going to say that you didn't, you didn't, you didn't, you didn't predict the economic collapse wouldn't happen. You specifically said the LLM's. Yes. Correct. Yeah. Yeah. Uh, I think we're going to figure it out. And I think that a lot of the anxiety, uh, right now, and worry about it is anxiety and worry. And humanity is resilience. And change is going to happen, but we'll, we'll be okay. It's going to be fine. And this is the affirmation tape that you listen to when you're beginning to suffer from people. This is the, the, the, the, the, the, the, the, the, you, Steve Climnic reads, this is, you know, you put your headset on, is you're going to sleep. And I had a very optimistic 2025. And so I think I'm going to try to, I'm trying to continue that into the future. We'll see. That's, that is great. Um, Adam, do you have any other six years? Are we going to end on the optimistic note? Let's end on the optimistic note. Yeah. Translation. I do have another six year, but way too grim. Um, what's good? I think that, you know, I, I think we, you know, the common theme from this year, I would say is, uh, the LLM's really transitioning into a useful tool into the hands of practitioners. I think that they, um, that and the demise of friend.com. Um, I, I would say are the, are the two big themes. And, and the rise of the capital. Absolutely. I'm going to go check out the parrot. Um, as long as I learn the parents are five coding, I'm going to be very upset because that's going to run contrary to my, to my one year prediction. All right. Well, uh, this has been great. Um, thank you all for, uh, for, for joining us. If you do have predictions, and I'm actually going to, um, the, um, Mike Caferella joined us last year. He could not join us this year. Um, Adam and, uh, sent me some of his predictions. So I'm going to drop those into the chat. So we've got those on the record. Um, if you do have any predictions, get those in the record. Um, and we'll have PRs open as well. You can get, uh, PRs in there. Um, but, um, with, thank you all for your predictions. We said before predictions tell us much more about the present we think than about the future. Um, but I don't know. Maybe these little, maybe maybe this year's the exception. Um, and we're going to, we're going to learn a, learn a lot more about the, about future. I do think deep blue has got, I mean, it's, it's, it's, it's very good at them. I mean, it's right. Yeah. It's got, if people have predictions, uh, whether you're listening live right now or on YouTube or on the podcast, uh, if you go to the show notes on GitHub, uh, if you want to drop your predictions in, uh, it'll give us an opportunity to review them in one, three and six years. So feel free to submit a PR. Awesome. Thanks everybody. And here's to a great and hopeful 2026. Go check out the parrots.
Podcast Summary
Key Points:
The hosts and guest reflect on past prediction accuracy, noting hits (e.g., limited utility of AI agents in high-stakes areas, decline of "web3" terminology) and misses (e.g., web3's return, AI doomerism fading).
AI agents have seen significant progress in coding and research, but their application remains risky in irreversible or financial contexts due to issues like gullibility and errors.
AI-generated content ("slop") is becoming pervasive on social media, altering digital trust, especially among younger users who are adept at detecting it.
Predictions about Apple's VR/AR future and the impact of AI on search engines and creative fields (like film) are discussed, with mixed outcomes.
The conversation highlights the accelerated pace of AI development, making long-term forecasting challenging, as many near-term predictions are quickly realized or outdated.
Summary:
The discussion centers on evaluating past predictions about technology, with a strong focus on AI's rapid evolution. The participants review successes, such as accurately forecasting the rise of coding and research AI agents while recognizing their limitations in handling money or irreversible actions. They also note correct calls like the decline of "web3" in common parlance and the success of New York's congestion pricing.
However, several predictions missed the mark, including expectations for web3's resurgence and the fading of AI doomerism. The conversation highlights how AI-generated content is now ubiquitous on social media, eroding trust, and how younger users are particularly skilled at identifying it. The accelerated pace of change makes future predictions difficult, as developments like AI agents and creative tools quickly reshape fields.
The tone is reflective, emphasizing both the humor in past errors and the serious, transformative impact of AI on areas from search engines to daily digital life.
FAQs
Simon predicted that coding and research agents would succeed, but human replacement agents would not, and that agents would struggle with tasks involving money or irreversible actions.
Adam predicted that web3 would drop out of the lexicon in 2022, which turned out to be accurate, though his follow-up prediction of its return in 2023 was incorrect.
Brian predicted that congestion pricing in NYC would be an unambiguous success and remain positively viewed, which was confirmed by a recent mayoral announcement.
Two years ago, it was predicted that LLMs would make search engines feel quaint, supported by anecdotes of people using AI like ChatGPT for information instead of traditional search.
Frivolous AI use, such as AI-generated slop videos on social media, has become pervasive, with younger users easily recognizing and dismissing such content.
Coding agents work well because code is reversible with tools like Git, but they fail in contexts where mistakes are irreversible, such as with money or production databases.
Chat with AI
Loading...
Pro features
Go deeper with this episode
Unlock creator-grade tools that turn any transcript into show notes and subtitle files.