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Deep Values Frontier: AI Research Explained
Deep Values Frontier: AI Research Explained

Supabase Says 70% of Its New Users Aren't Human | AI Explained

19 min•1 november 2026

Om avsnittet

Learn why 70% of Supabase's new users are AI agents, not people. Software was long gated by human engineering hours, and that barrier is falling now.


Chapters

(0:00) The AI Coding Era

(3:52) Infrastructure is Already Here

(4:33) Operating at Machine Speed

(5:13) Tipping Point of Autonomous Activity

(6:14) Platforms Must Rebuild for Non-Humans

(6:56) Open Questions of the Agentic Era

(12:41) Rise of Personal Software

(15:41) Vision Overtakes Execution

(17:46) Rise of Personal Software

(18:30) Apps for Intelligent Value Investors

(18:42) Get the free apps


DeepValues toolkit

• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)

• Open-source research on 300+ companies

• DeepValues for iOS, intrinsic value and margin of safety for any stock

• Is the market overvalued? Track it with Buffett Indicator (iOS)

• The same market gauge on Android, Buffett Indicator & Shiller PE

• Deep Value Intelligence, the multi-agent AI analyst

• Developer API for your AI agents


Deep Values explains AI from first principles: the research papers, models, chips and companies shaping the AI era, and what they mean for builders and investors. Understand AI from first principles.


• This episode on YouTube

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The two hosts' voices are AI-generated from the sources discussed. Educational content only; not investment advice.


#AI #ArtificialIntelligence #LLM

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