As Claude/Anthropic's multiplayer, shared-context product (Cloud Tag) matures, it will absorb the connective-tissue role currently played by SaaS software, causing most SaaS businesses to become obsolete.

60:39on the head a couple of times when you're young you come out you do SAS and SAS has been like stable and you've been able to make money anthropic is coming for all of SAS right now because all of SAS melts away as the model as the model becomes the connective tissue of the enterprise all of SAS mel melts away and I think people are still having like

60:58Alex Karp are having their having trouble like wrapping their minds around what's going to and the pace at what's going to happen. I I didn't expect to see claw tag so soon. I thought it would be two or three years from now. And so things are actually happening way way faster and Anthropic is like downplaying it like downplaying it so much like they put out a tweet and they're like promoting it

61:22like a SAS pro like how could you how could you I you could have something if you solve the one to end problem you could have something like a claw tag running US government like it's the same it's the same thing it's a singleton which runs for multiple people and has has a shared context and can keep the threads separate and can follow the rules set. It's the same thing. They

61:48they they have they're on that path. They've crossed the they've crossed the zero to one. So yeah, it's it's it's good that people are optimizing of smaller models. It's great. But you know, that problem has basically been solved kind of like I think the allocation of compute is almost there. uh and I think we're only seeing it because they slow down a bit because of the regulatory issues

62:15uh and I think by the end of the year I think it'll be more evident that you know how how powerful this paradigm is going to be. So, >> so is there a steelman of the Alex Karp thing and how much does it really center around trust and sort of IP concerns or the idea that you're sort of, you know, we're all kind of training our replacement from the sort of highest