$100B Founder Breaks Down The Biggest AI Business Opportunities For 2025

**Furqan Rydhan** (0:00)
That's the trend that I can't like unsee it sometimes.

**Shaan Puri** (0:03)
Right, that's the bet you're making.

**Furqan Rydhan** (0:05)
That's the bet we make. And so I always joke with the guys here, it's like we want to bet on negative one to zero. Like Peter Thiel talked about the zero to one companies. It's like we still one step even before that.

**Shaan Puri** (0:23)
All right, we're gone, we're here. Amazing. I haven't seen you in a little while. People don't know, we used to work together. Maybe five, six years, we co-founded a company and launched a bunch of products and ate a bunch of shit together, and here we are.

**Furqan Rydhan** (0:38)
Fun times, by the way.

**Shaan Puri** (0:39)
Yeah, I'm thinking the title of this is going to be, because AppLovin is now a $50, $60 billion company, $50 billion founder tells me the next big thing in AI. I'm going to go full YouTube clickbait with it.

**Furqan Rydhan** (0:52)
Yeah, yeah, yeah.

**Shaan Puri** (0:53)
Yeah, yeah, yeah, yeah. So we used to do this thing, where after we did Bebo together, got acquired, we were there for a year or so, and then we went off and we did different things. I started the podcast and started doing my thing, you started doing yours, but I hit you up and I was like, hey, miss hanging out with you, what if we did something, and we started doing this on Wednesdays, which was like the cool shit hour. And this is amazing. It's basically a show and tell where you, my smartest friend, would come on Wednesdays and you'd be like, hey, have you seen this? Have you seen this? Have you seen this? And I really hadn't seen any of it. And you would kind of explain it and teach it to me. And it was my favorite part of the week. And we did that for, I don't know, probably like a year or something like that. So I kind of want this to be like a public version of the cool shit hour, where you're just going to tell me a bunch of good things. I want to start with AI because you texted me something. You said, AI agents are here. And you said AI is cool because a 10 person company feels like it could do the work of a 100 person company and we're using it in our company. So I wanted to hear, what are you doing with AI and that's not called ChatGPT.

**Furqan Rydhan** (1:59)
I think this word AI agent or this kind of phrase is the thing that I really can't pull myself away from, like literally every night. You know me, like midnight strikes, I want to write code. Like the whole day is like talking to people and the night is like coding.

**Shaan Puri** (2:11)
Yeah, furcon's schedule is nocturnal. So I remember we hired you and I feel like the first day you came in at 9 a.m. to kind of like, I think I should.

**Furqan Rydhan** (2:20)
It was probably 10, but yeah.

**Shaan Puri** (2:21)
After that, from day two onwards, it was like, roll in at 11, oh, it's lunchtime, have lunch, you would talk, you would do meetings. And I was like, this is this guy code. And then that night at like 4 a.m., you would have built the prototype. And you're basically nocturnal. You get all your shit done. You used to tell me you used to get, during the day you would just burn up your energy so you could focus at night and actually write code.
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**Furqan Rydhan** (3:16)
Yeah, and so I'll kind of tell you how I'm thinking about AI agents, right, and what it means to me. So AI agents are using LLMs or AI systems, right, like the OpenAI systems or Claude, but then giving it reasoning loops. So imagine that when you go to a human, you give them something to do, like, hey, I want to go grow our company, I want to do a marketing campaign. They take that, they plan it, they come up with the steps to plan, then they go one by one on the task and like solve them, they release some of them. And so these AI agent systems are exactly like that. The first thing it does is it goes, what do I need to do based on your request? And it'll kind of come up with a plan.