Episode 6 - The future of coding with AI

Bullish:

• $SEMI - Massive GPU demand expected with compute scarcity becoming the limiting factor - potentially needing 10 billion GPUs as every person will want dedicated compute for AI agents, far exceeding current production levels

  • “But I think it'll be a world of absolute compute scarcity... it's reasonable for every person to want a dedicated GPU just for them writing their agent. And so now you're talking almost 10,000,000,000 GPUs that we need.”

    Greg·45:58
• $OPENAI - AI will create a world of material abundance by 2030, making it much easier than imaginable to create anything you want

  • “I think part of the 2030 outlook is we will be in a world of material abundance. Right? I think that AI is going to make it much easier than you could almost imagine to create anything you want.”

    Greg·42:58
• $BIOTECH - AI is producing real novel scientific breakthroughs in life sciences, with research scientists confirming GPT-5's capabilities are stretching far beyond what humans alone could achieve

  • “We're seeing research scientists saying, Okay, yeah, this is doing real novel stuff... it's together in partnership being able to just stretch far beyond where where human on a cystic could go.”

    Greg·39:40
• $NVDA - Despite massive price cuts in AI model costs (80% reduction), compute demand continues to explode due to exponentially growing usage and new use cases, driving greater infrastructure demand

  • “I think we did, a 80% price cut on on o three or something like that... And that that will just continue.”

    Greg·44:49

Bearish:

• $COBOL - Legacy COBOL systems represent a growing liability with no new programmers being trained, creating opportunity for AI-powered migration tools to accelerate transitions away from these obsolete systems

  • “Think about the number of systems that are stuck in COBOL. And there's no COBOL programmers being trained. Right? It's just like it's a it's strictly like, you know, building liability for for the world to have this dependency.”

    Greg·25:11
• $CYBERSEC - AI could fundamentally change cybersecurity dynamics through formal verification capabilities, potentially giving defenders a permanent advantage and reducing demand for traditional cybersecurity solutions

  • “I think that with AI, you're like, well, maybe it's going to like which side will advantage the most? Maybe it'll just sort of accelerate this cat and mouse. But I think that there's some hope that actually you can unlock fundamental new capabilities through AI. For example, formal verification that are sort of an endgame for defense.”

    Greg·41:52