"I think the enterprise application software will be in a lot of pain."
- Traditional software models may become obsolete. - AI offers opportunities for innovative products. - Startups can disrupt established markets with AI solutions."AI is gonna really amplify inequality for some period of time."
- AI may disrupt traditional roles. - Founders should upskill teams in AI competencies. - Preparing for workforce changes is crucial."I think AI is going to make more progress per quarter in 2025 than it did per year in '23 and '24."
- AI developments are accelerating rapidly. - Integrating AI can enhance products and services. - Continuous learning is essential for innovation."I think stablecoins could quadruple or quintuple by the end of '25... an enormous market."
- Stablecoins facilitate efficient transactions. - Adopting stablecoins can reduce costs. - Founders can develop services around stablecoin technologies."We're going to see massive funding deals for hardware-based manufacturing build out in the United States."
- Hardware startups may receive increased investment. - Domestic manufacturing can offer strategic benefits. - Founders should explore hardware solutions and funding avenues."OpenAI's valuation made no sense... I think OpenAI's valuation... could be the peak valuation of the company."
- Competition from tech giants is intensifying. - Founders need unique value propositions. - Leveraging open-source tools may offer advantages."You're gonna see a tidal wave of M&A after four years of not being able to get anything done."
- Increased M&A presents exit opportunities. - Partnering can accelerate growth. - Founders should position their startups for acquisition interest."Autonomous drones... really are the best way to deliver almost anything to suburban America."
- Drones offer efficient delivery solutions. - Incorporating drone technology can reduce costs. - Early adoption can position startups as industry leaders."Enterprise application software... I think AI is going to make more progress per quarter in 2025 than it did per year in 23 and 24."
- AI accelerates software innovation, challenging traditional models. - Founders should leverage AI to enhance solutions. - Adapting to AI advancements is crucial for competitiveness."I think this is gonna be the year where we're all gonna look at humanoid robots and autonomous systems and be like, oh my God, I can't believe this is here."
- Robotics technology is becoming affordable, opening avenues for innovation. - Startups can integrate robotics to enhance operations. - Embracing robotics can provide a competitive edge.