Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
Frazis Capital Podcast
Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.
#98: AI Agents, Software Collapse & the Next Tech Cycle
00:00 Why this AI cycle feels fundamentally different.03:00 The shift from chatbots to fully autonomous AI agents.07:00 Productivity explodes as software and workflows are built in minutes.11:00 Security risks of AI with full computer access.15:00 AI swarms and large-scale agent coordination emerge.19:00 Hardware, compute, and memory demand return.23:00 Software development accelerates ~100x.27:00 Legacy SaaS and CRM models face disruption.31:00 Market implications and underestimated software risk.35:00 Healthcare, infrastructure, and AI beneficiaries.39:00 Final thoughts on why this moment matters.
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