#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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#98: AI Agents, Software Collapse & the Next Tech Cycle is an episode from Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis.

This episode is 00:39:02 long.

This episode was published on Feb 2, 2026.

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