Keep pulling the thread on Dan Shipper.
Dan Shipper believes the idea of a "SaaSpocalypse" is incorrect and that SaaS stocks will be up "majorly" in the next couple of years.
AI agents will increase the number of users for SaaS products, leading to a spike in demand, rather than replacing them.
Dan Shipper predicts that most knowledge work will eventually be performed within AI environments like Codex or Claude's Cowork, which will become the primary operating system for work.
The dominant paradigm for AI interaction is predicted to shift from embedding AI into browsers to embedding browsers into AI agents like Codex.
Cursor was "essentially acquired" by SpaceX in a deal that was not a full acquisition.
Dan Shipper predicts that the concept of an "AI jobpocalypse" leading to mass unemployment is not a real threat.
Dan Shipper is very bullish on the future job prospects for product managers and full-stack designers in an AI-driven world.
Dan Shipper predicts that people will read significantly more AI-generated writing in internal documents and emails and will come to prefer it over human-written equivalents.
A key difference between AI and human senior engineers is that humans can reframe a problem, such as identifying a bad codebase that needs a rewrite, while AI models will just try to fix the specific issues they are given.
Dan Shipper believes the "edge" of AI innovation is not in San Francisco but wherever a real human applies AI to a specific problem, discovering new use cases.
Everee doubled its employee count from 15 to nearly 30 people in the last year.
Dan Shipper predicts that the initial model for corporate AI agents will be a single "super agent" for the entire company, a model already adopted by Shopify and Ramp.