And what LLMs have done is made it much easier for us as humans to communicate with computers. I think that's where people need to understand that's a small part of it. There's so much more happening in AI in our industry that a lot of people aren't paying attention to. It's like the early days of the web browser. If the Internet was about surfing the Internet, then we've all wasted our time, right? So I think, not since the Internet have I seen a super cycle like this. One of the key things to remember is people are using AI to write AI code. So the exponential of how this thing is moving is nothing like I've ever seen. I don't think anyone's ever seen anything like this before.
Randy 00:13:03.570 - 00:13:18.812 Yeah.
Give me one example of what you were just talking about in terms of what people are not realizing, in terms of, like, the tip of the iceberg of the potential of AI beyond, like you said, the LLMs and stuff like that.
KPReddy 00:13:18.956 - 00:14:47.172
So I'll give you a great example. So the current processes, we do a concept plan, we do schematics, we do some DDs, then we do CDs and specs, and we do all this work, right? It's very iterative because we don't want to go too far too fast. After all, the cost of change gets greater and greater as you start to define the project. What we're seeing with AI is you're going to go straight from a sketch to shop drawings. There's no reason to iterate because it all auto-generates. And so if you think about what that does in terms of, if you talk to any developer and owner, which I talked to a lot of them, their biggest complaint about our industry is we move too slow. Oh, my gosh, you guys are always late. Interest rates have come down a little bit, but when interest rates are higher, you know what it's costing me every month just to keep this project going. And the architect comes back and is like, oh, sorry, it's going to be three more weeks before we can make this one minor detail. So you're seeing these transformations happening. There's a company in our portfolio called aren.ai. You can fly a drone, and it'll automatically create a 3D model of a bridge. You fly a drone around a bridge, it automatically creates a 3D model. It will identify all the cracks and defects in the bridge. KPReddy Email: kp@shadow.vc Website: Shadow Ventures
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