00:02:17.340But the individual coding is happening through the AI engine.
00:02:22.280And that's the reconciliation I'm looking forward to understanding that, because on one hand, they're saying coding, but there's more to software engineering than just the coding, right?
00:02:33.780There's all of the application build, the outcome, the human interaction.
00:02:38.340You're getting all the feedback on there, and then you've got the product people.
00:02:42.680So AI can do all that in some form and more, but I think what we're really talking about is like that phone call they were talking about.
00:02:52.280that you were talking about, that was an existing application that existed
00:02:56.260that what was happening in the background with AI was basically optimization, correct?
00:03:17.740So I don't think this is the death of software engineering,
00:03:20.820But I do think that if you're a coder and you're working 12 hours a day and you were just, you know, hands on keyboards, as they say, I think that class of people, that's where it's going.
00:03:32.720And I want to see where all those jobs right now, because the number of job openings for software engineers is up big percent over last year.
00:03:41.140I want to know, okay, when the dust clears, what are all these people doing?
00:03:44.680Are they really the product leads and ideation and working on the customer side?
00:03:49.040because what Musk is saying is they're not going to be the fingers coding.
00:04:09.960And so if you were to look at the percentage of computations that occur inside of a business,
00:04:14.04080%, 90% of them are all done in some sort of technology or automated fashion, right?
00:04:19.740So, of course, code going that way, it feels crazy when you're kind of living through it.
00:04:23.680But it's like the first time somebody saw Excel, you know, and so maybe a pivot table.
00:04:27.640They probably had their mind blown like, oh, my God, it's going to take everyone's job.
00:04:30.480The truth is that actually just made everyone more productive.
00:04:32.480And so Bach's CEO, Aaron Levy, he had a great post about the impact of AI on jobs recently.
00:04:39.480He said that the jobs data coming out continues to suggest the opposite of what a lot of people thought would happen.
00:04:44.060And his example that he uses is engineering, which Tom is talking about.
00:04:46.100He says, as the prime example of the area where greatest AI impact happens in engineering, most companies now have far more software projects than ever because of AI, and effectively only engineers are going to be the ones doing the work.
00:04:59.140So you would think, wait, AI is supposed to be replacing the engineers, right?
00:05:02.840You can get by for a while by being non-technical building software, but eventually someone has to understand what the thing is that got built, right?
00:05:10.680He says, somebody's got to maintain it.
00:05:12.180They got to fix the security issues that come up.
00:05:13.680They got to upgrade the systems and so on.
00:06:19.160I think that Elon is saying, hey, there's going to be so much technology innovation that ultimately you're not even going to need a job.
00:06:25.200And there's going to be so much prosperity that we can go and we can give money to people.
00:06:30.220Bernie Sanders is saying the exact opposite, which is like 50 percent equity the government should own, which, by the way, Trump is kind of agreeing with him a little bit on a couple of things.
00:06:37.180Yeah. My my general take on this is socialism is becoming popular in America.
00:06:44.420There's just different flavors of it. So you just zoom out for a second.
00:06:47.600What is the difference between socialism? Let's take from the rich and give to people who don't have a lot.
00:06:53.960And the government saying, let's take from the money printer and give it to rich people.
00:06:58.540It's all forms of socialism. So I think part of why you get so much social unrest and division in the country is people are actually fighting.
00:07:06.940over, who's going to be the recipient of the increasing socialism? What's the form that it's
00:07:12.540going to infiltrate into our economy, into our society? And what scares me a little bit is that
00:07:19.580there's not a lot of people holding the line. Republicans, Democrats, rich people, not rich
00:07:24.620people, local level, national level, everyone's kind of in on the socialism game in different
00:07:30.020forms or flavors. And so then the question becomes, okay, well, when AI becomes pervasive,
00:07:34.860now you actually have another person at the table because guess what these companies they realize
00:07:40.720well white house asset management these guys are they want to do deals i don't know what the track
00:07:46.080record is in the last couple of days but almost every company at the white house took a stake in
00:07:50.220invested in etc they're up significantly if you're the ceo of some big company what are you going to
00:07:54.960do you just show up to the white house hey you can make my stock go up 300 percent what deal you
00:07:59.400want to do right and so the the incentives take over yeah i think that that's a huge part of the
00:08:03.980story um yeah i'd love to give perspective on that so i think the the reason for that is that
00:08:08.720traditionally the biggest barrier to socialism is a strong middle class and you know the more
00:08:13.100the middle class gets eroded the more susceptible it is to you know drinking the kool-aid of stuff
00:08:17.640that people like aoc said like oh you're being taken advantage of it's not fair and you know
00:08:21.240when like the basic costs of living like food housing um energy those things get unaffordable
00:08:26.680and take up more than half of the average person's wage then they start to have socialist thoughts so
00:08:30.940I think that's the biggest thing, and to protect against socialism is having the middle class in a position of strength.
00:08:37.120But I keep going back and forth on this one about, like, are we in the Industrial Revolution equivalent or are we in the dot-com bubble equivalent?
00:08:45.660Because I could make the case for both.
00:08:47.580I'm not certain about either one of them, but, you know, I think either could be the case.
00:08:51.120Like, we could either be, you know, 10 years ahead of radical growth ahead of us with, you know, unprecedented technology and job creation and growth.
00:08:59.980or this could be a giant bubble because, you know,
00:09:02.800we are kind of due for a big drop at some point, I would think.
00:09:05.740I mean, in reality, and, you know, like 80% of the stock market growth
00:10:20.380So I think there's going to be a – those who wait for market crash rather than participating and getting involved will be left behind, in my opinion, in a massive, massive way.
00:15:14.380Have you heard about Elon Musk's friend named Antonio Gracios, who allegedly they made in the mid-90s networking.
00:15:19.140They became friends, and he lent Elon a million dollars, which somehow, someway ends up owning 7.3% of SpaceX.
00:15:26.640That million dollars today, according to Entrepreneur Magazine, could be worth between $100 billion to $150 billion, making them top 50 richest men in the world.