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Engineering headcount will grow over five years
“We will. Everybody is so myopic about this. I want to just like shake the industry. We are so myopic and self-interested and we think that the entire industry is the tech industry. And when you go around the country or world and you go and talk to a tractor company and a bank and a pharma company and you ask them, do you think you have enough engineers to go and automate what is going to happen in your industry going forward? They absolutely unequivocally, universally always say no.”
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AI changes where humans enter the loop
“We don't yet know any way to use AI in a capacity other than augmenting our work, where we still eventually have to go and review the work in some form. Maybe you don't have to review the tiny little parts of it anymore. You can review a bigger part of the work product that happens. But we haven't removed humans from the loop. We've just changed where they enter the loop. And I think that Jensen has a more pragmatic view of the technology.”
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AI is a commercial and economic race
“The idea that we're in some kind of existential race where a month or two of advantage is going to change the total outcome of AI progress and what everybody does between us and China, I just don't agree with. I think what we are in is a commercial and economic race. Obviously, with safety built into that, there's no question. And I think we actually have a lot more power globally if it's our technology stack that's powering AI.”
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Legal content growth requires more lawyers
“I would take the other side. I'd rather like there are going to be more lawyers in the next five years than we have today because we've made it easy to generate legal content. But it has not gotten any easier to actually get any of that approved by any court system or file a patent or any of the things that law actually ends up relating to. So again, this is where I just differ from the rest of the industry.”
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Engineering roles will shift to non-tech sectors
“What the breakthroughs of Cloud Code or Codex or others are doing is it's making it so those companies now can actually do the same kind of engineering that Silicon Valley has been able to do. And so we are myopic because we think that tech is the only use of engineers. And tech is only 8, 10, 12, 15 percent of GDP in the economy. What happens when 85 percent of the economy now gets access to engineering tech has always had? That is what will happen.”