📆 Lecture 4 — Monday, May 25, 10am ET / 5pm MSK
Class #4: Economics of the AI Supercycle — Software.
Guest speaker: Ali Ghodsi (CEO Databricks).
The topic is what AI is doing to the software industry. SaaS, agents, and why "software is eating itself".
📍 Registration on Luma:
https://luma.com/21xtkg2a
🎥 Watch — Lecture 4:
https://www.youtube.com/watch?v=1-v5ODNx9fM
📚 Additional materials:
• Chris Paik — The End of Software (Pace Capital): https://docs.google.com/document/d/103cGe8qixC7ZzFsRu5Ww2VEW5YgH9zQaiaqbBsZ1lcc/edit
• Ali Ghodsi (Databricks) × David Solomon (CEO Goldman Sachs): https://www.youtube.com/watch?v=WLrRhc6hig4
Discuss in chat: @rvnikita_blog_chat
