Why Most SaaS Companies Are About to Be Worthless

In this AI wave, we're in the middle of a new industrial revolution. We're seeing companies scale faster than anything I've seen in my lifetime. We've seen companies investing trillions of dollars in infrastructure. These new companies, many of them are doubling every quarter, and it's adding huge amount of value to the US economy.

Productivity is starting to shoot up in a bunch of smaller areas that are going to grow into really big areas over the next few years. We're going to take you to the edge of the AI wave with some of my very favorite entrepreneurs. We're going to meet Scott and Russell at Cognition. gonna learn about what's

happening in the insurance world and finance with JD Ross and with coverage. And I love hearing from Joe Ben about what's happening in aerospace and with airplanes and the physical world with AI. And then we're going to break it down with Alice Cole and Jack, two of my partners at ABC to help you understand

how to think about what's happening in the next 5 or 10 years, how are investors and builders approaching it, what's it going to look like as AI spreads throughout our society in terms of business growth and productivity. Let's just fast forward for fun a few years in the future. When I talked to

some of the people running the top labs, they're pretty convinced things are going to keep getting better at a pretty high pace for at least two or three years. It's like kind of like with Mors law, you can't really see out what's going to get there five years, but but see it feels like things are going to

change a lot. Like so so so tell us about 2028 2029 like is there certain things that just look very different? Are certain things that are that are like we have to do now? We don't have to do it all there. Like what are the unsolved problems for Devon to just be be like doing massive projects on itself