Why AI Models Aren’t the Product Any More | TWiAI Ep 18

**Lon Harris** (0:00)
SpaceX formally announced plans to buy Cursor for $60 billion in stock. Cursor once accounted for 40% to 50% of Anthropix total revenue.

**Jason Calacanis** (0:08)
It is Game of Thrones in terms of talent, in terms of territory, in terms of weapons in AI.

**Ali Ansari** (0:15)
The model is no longer the product. The agent evaluations that sort of come on top, the harness, the user interface and so forth.

**Jason Calacanis** (0:21)
You don't want to give your knowledge to Claude. You don't want to give it to OpenAI or Gemini. You want that for yourself.

**Ali Ansari** (0:28)
The majority of the data spend, in fact, probably close to 100% of it, will be on the agent and the application layer versus the model companies. There's just going to be orders of magnitude more agents built than obviously models.

**Jason Calacanis** (0:41)
Cursor will have the number one model at this time next year. Thanks to our friends at PayPal, the exclusive sponsor for This Week in AI. Try the payment and growth platform that's trusted by millions of customers worldwide. PayPal Open. Start growing today at paypalopen.com. All right, everybody, welcome back to the greatest AI show in the universe. Yes, I've launched another roundtable show. This one is called This Week in AI. I'm running it just like I do my venture roundtable on This Week in Startups or how we do all in, which is to say we have a group of experts and we talk about the news of the week, and we'll even tip you off into where the future is going to be. If you listen to This Week in AI, you're going to be six months ahead of everybody else. Why? Because we pick people for the show who are in the arena, who have deep expertise. But in this four-quadrant chart, they also have to be willing to share it candidly.
In the top right-hand corner, expertise building the future, but they have to be willing to talk about it. If they're experts and they're quiet, nope, can't come on the show. That's what we're optimizing for. This is episode 18 You can get all the information you need about this podcast at thisweekinai.ai.
I'm going to have our editorial director here at This Week In, Lon Harris, moderate this week because I want to shoot the ball along with the number one, the number one CEO, just in terms of performance in our fourth fund, Ali Ansari. He is my favorite, the golden child or as I call him internally, Travis 2.0. You know Travis Kalanick, Lon?

**Lon Harris** (2:19)
Of course.

**Jason Calacanis** (2:21)
You know how he plows through brick walls? He's super pumped.

**Lon Harris** (2:24)
He's super pumped.

**Jason Calacanis** (2:25)
That guy is super pumped. And you know what he did? A lot of bricks went flying.
And you know what my job was? Had to catch some of the bricks sometimes or explain what we were doing at Uber, smooth it out a little bit.

**Lon Harris** (2:37)
Well, we're watching the troll from The Battle of Pelinar Fields doing the same.

**Jason Calacanis** (2:43)
OK, great. Great nerd reference or juggernaut. So I asked Ali, one of the things I like to do, just a little producing trick. I like to ask the great guests on the program, hey, who else is really crushing it?
Ali came back with an incredible guest. And now we have another person crushing it in AI. I think the app layer in AI is going to be a huge win. And Ali's in partnership with us. So Lon, you have the reins, I am trusting you, with the com, what is it on the Star Trek?

**Lon Harris** (3:14)
The coms, you have the com.

**Jason Calacanis** (3:16)
You have the com. You're in charge, get started.

**Lon Harris** (3:19)
All right, well, yeah, so our second guest, Ryan Daniels of Crosby Legal, he's the founder, CEO. They are, Jason, an AI first law firm, combining AI systems with human expertise to provide a scalable legal service. So rather than selling, you know, like an AI model that's good at legal questions to law firms, Crosby built their own in-house team, and then these lawyers developed and used the AI product in-house. So you're sort of, you're contracting an AI first law firm when you go to Crosby, which is, it's an interesting...

**Jason Calacanis** (3:50)
So Ryan, if I'm doing my Series A, you're saying instead of using traditional Silicon Valley law firm, I could use yours?

**Ryan Daniels** (3:59)
We'll do it faster, we'll be more reliable, we'll do all your sponsorship agreements.

**Jason Calacanis** (4:03)
Well, those are easy. Sponsorship agreements, we've got that already dialed in with AI.