AI may replace UIs. But it does not replace APIs. Someone still needs to do the work of deciding what writes are allowed and structuring the shape of the reads.
AI is augmented by a strong API layer
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Just can’t imagine this is true at all. The real value of Claude code has been for actual Eng. those are the people driving the massive revenue growth.
Finance is too regulated for it to work in the same way
We’ll take it 😊 Copilot is getting better fast, and Excel is one of the best places to see that. More to come…
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Not totally sure how new Jensen’s tone shift is. But either way, curious to see if sama will follow suit.
Clear that OpenAI is playing catchup right now, and I think copying a lesser doomed take is a good play





