EPISODE · Jan 5, 2026 · 33 MIN
#96: 99% of people missed it. You have 33 minutes to catch up.
from Frazis Capital Podcast · host Michael Frazis
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:30 – Senior developers don’t write code anymore: time compression explained6:40 – Agent swarms: why one AI is no longer the point8:30 – What’s still broken and why the gaps are closing fast10:10 – Building a diary + memoir app in days, not months12:40 – AI-powered journaling, email prompts & memory extraction14:40 – Investment meetings solved: auto-generating the next 6 questions16:30 – Vibe coding in real time18:20 – Wealth Wise: automating databases people charge fortunes for20:10 – Replacing expert networks: GLG, Tegus & mass-market disruption22:30 – $100k software projects becoming weeks-long builds24:30 – Phase 1 vs Phase 2 AI: new winners, new losers26:40 – Compute demand explodes: why GPUs, power & energy still win28:40 – Software pressure: seats, subscriptions & enterprise risk30:40 – The terminal replaces the IDE: dev tools under threat32:40 – Marketing becomes the bottleneck: attention software33:20 – Closing thoughts: massive opportunity, few people paying attention
Embed this episode
NOW PLAYING
#96: 99% of people missed it. You have 33 minutes to catch up.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.