Baker argues AI is now eating software, extending Andreessen's famous thesis.
“Marc Andreessen wrote this op ed, whatever it was, ten years ago about how software is eating the world. Now AI is eating software.”
Baker argues we have thirty to forty years of rapid disruption ahead, comparing the microchip to the steam engine.
“I would argue her work and kind of history suggests that we have another thirty to forty years of rapid and powerful disruption ahead of us.”
Baker predicts thirty to forty more years of rapid disruption, comparing the 1959 microchip to Watt's 1761 steam engine.
“And in some ways, I think of the invention of the microchip in 1959 as being or the integrated circuit as being analogous to James Watt's invention of the rotary steam engine in 1761.”
Baker argues we may be entering peak disruption, seventy to one hundred years after the microchip's invention in 1959.
“I would argue peak economic, political, social change as a result of that invention was seventy to one hundred years later during the peak of the industrial revolution eighteen twenty to eighteen fifty.”