I genuinely question if they’re thinking very far into the future. Billions of agents doing what? We didn’t need a rogue AI to turn us into paper clips; we’re going to do that ourselves. Is he thinking local AI at everyone’s computer? People barely use the features of the machines they have now.

This. This 1000%.

Software is not a mass-produced commodity that has to be distributed as fast as possible. People already have a limited attention span for the features of already existing software so speed running even more does not create value.

At some point we’re going to have to rekon with the fact that creating, reviewing, and provisioning aren’t the real bottlenecks.

Humans using the software is the bottle neck. Humans trusting the software is the bottleneck. Humans building communities and cultures around specific tools and methodologies is the bottleneck.

At the end of the day you’re user base isn’t going to be “AI” agents. It’s going to be people.