Short answer: Jordan Metzner says it is too early to tell whether incumbents adopt AI or startups replace them. Sam Nadler expects some giants to struggle within 24 months as companies build software they used to buy.
Watch this answer from Episode 30 (starts at 17:08) · Episode 30 notes and transcript
From Episode 30: Claude Opus 4.6, Codex 5.3, and the Rise of Multi-Agent AI, starting at 17:08.
Jordan Metzner [17:07]: I you know, obviously, we've seen kind of, the impact of software companies on the stock market. I think, it says AI won't kill the software business. It's its growth story. I think it's, it's still unknown whether companies like Salesforce and Workday and some of these other ones will be able to adopt AI and become leaders, or will kind of a new AI startup kind of take their place and replace them? And I think, like, there'll be some winners and some losers like we've seen through every other cycle, but it seems like it's now still too early to tell.
Sam Nadler [17:33]: Yeah. I think it's I think there's a little bit of panic. I think things will settle down. I do think over the course of, twenty four months, we could see a few, previous giants get smoked or have a hard time, for lack of a better word. I mean, the you know, internally, we're we're building software for ourselves that we'd used to buy off the shelf and, to have ten users, 10 seats, and, that's changing. That, build or buy trade off is is definitely different these days. Anyway, Jordan, it was a great episode. Like and subscribe. Any final thoughts before we sign off episode 30, which feels like a milestone?
Jordan Metzner [18:14]: Yeah. Episode 30, I think, what's interesting on today's episode is we have the launch of the new OpenAI stuff. Sam Altman said there's some new Codex updates. We see that Anthropic launched this 4.6 plus these the team's manager. So I think, like, next week, we'll probably have another crazy episode, but I think we'll see the impact of dropping these products and how they've had an impact on the greater ecosystem. So, again, another fun episode. Like and subscribe if you wanna hear more on builtthisweek.com, And thanks, Sam. That was really awesome.
Sam Nadler [18:41]: Thanks, Jordan. Bye, everyone. Bye bye.
