The key thing to understand about agents is that they are not just AI: they are an AI that has access to a computer. It was clear very early on in the ChatGPT era that AI would not replace computers, but rather operate them.
Net net, there's going to be more jobs, but also there's going to be more companies. But companies will get smaller, and they will do layoffs — 100 percent sure.
"What started as a little tool suddenly becomes this glorious massive app that wants to do everything," he said — and "sometimes those apps get more in the way than they actually help."