I run a $180M+ company...here's how I'm using AI on a daily basis

About this video

Sam and Shaan discuss the transformative potential of AI with guest Andrew Wilkinson, exploring how AI agents are automating administrative work, disrupting software businesses, and creating new opportunities. They debate whether traditional software will remain viable as AI democratizes development, examine practical AI applications already in use, and discuss emerging investment theses around AI infrastructure.

Key takeaways

• Shaan is using AI agents (via Lindy and other tools) to automate meeting prep, email drafting, social media management, and financial analysis—replacing tasks previously done by assistants without degradation in quality or consistency
• Andrew argues that vertical software businesses will face commoditization over the next 2-3 years as no-code AI tools like Repet make it easy for anyone to build basic software, making these traditionally defensible businesses harder to underwrite
• Sam counters that enterprise software with switching costs, data lock-in, security requirements, and relationships will remain resilient; the software market will likely expand overall as new use cases become economically feasible
• Andrew proposes Iris Energy (IREN) as an AI hedge: a data center company currently valued on Bitcoin mining free cash flow (~3x FCF) with significant upside if it pivots to serving AI compute needs with scarce, permitting-constrained infrastructure
• Both hosts emphasize the risk of over-clever decision-making: the most obvious moves (index funds, holding winners, avoiding tax-loss harvesting timing games) often outperform attempts to outsmart the market

Episode details: published January 24, 2025 · 162K views · 1:06:34 long. Summary written by Self Growth Videos from the episode itself. The business ideas, figures and results discussed are the hosts’ and guests’ own claims, shared as brainstorming and entertainment — not verified facts and not investment advice.

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