Dan Shipper is the co-founder and CEO of Every, a media and software company that’s become a living laboratory for the future of work. Everyone at his
company of about 30 people is an AI early adopter; from editors to ops people, they use AI to do much of their work, giving Every a unique lens into
where the world is heading. A year ago on this show, Dan predicted that people were sleeping on Claude Code for nontechnical work, which proved to be
remarkably prescient. Today he’s back with another set of calls: the SaaS apocalypse is dumb, CLIs are over, the forward deployed engineer is the most
valuable new hire, and the only thing you need to do to stay employed is ride the models.
Dan’s predictions: 1. The future of work will happen inside Codex or Claude Code. 2. Every company will have one “super-agent” inside their Slack
that every employee talks to regularly. 3. SaaS is not dead—in fact, Dan is bullish on SaaS stocks. His contrarian take: “I would buy SaaS stocks
right now.” 4. SaaS economics will shift: users will bring their own AI tokens into apps, which actually improves SaaS margins. 5. PMs will thrive in
the AI era. 6. Full-stack designers will become superheroes. 7. The AI job apocalypse is not happening. 8. Forward deployed engineer is the new most
essential role. 9. CLIs are over. 10. Automation is a lie. 11. We will read way more AI-generated writing and we will like it. 12. We’ll be building
software for humans and agents to use together.
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Episode transcript: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper Archive of all Lenny's Podcast transcripts:
https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0
Where to find Dan Shipper: • X: https://x.com/danshipper • LinkedIn: https://www.linkedin.com/in/danshipper/ • Podcast: https://every.to/podcast • Website: https://danshipper.com
Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/
In this episode, we cover: (00:00) Introduction to Dan Shipper (02:56) Dan’s unique position living in the AI future (09:17) How the way we work
will change in the coming year (16:39) The case for general agents (18:08) Codex and Claude Code as the new operating system for work (25:39) How
Cursor fits in (27:42) How this changes what SaaS companies should build (31:13) Why CLI is already over (33:34) Two agents are better than one
(36:22) Why Dan is bullish on SaaS stocks (39:01) Why automation doesn’t reduce human work (47:00) The value of human-written code (48:36) Quick recap
(50:15) How work is changing (56:17) Why data scientists are drowning in bad analysis (58:24) Which product/tech roles are least changed by AI
(1:02:17) We will read way more AI-generated writing and we will like it (1:08:28) Why product managers will dominate the AI era (1:11:05) Full-stack
designers are the other big winners (1:13:11) The AI job apocalypse won’t happen (1:16:00) How to “ride the models” to stay relevant (1:21:02) Final
predictions and advice (1:25:24) Lightning round
Referenced: • The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code | Dan Shipper (co-founder/CEO of Every):
https://www.lennysnewsletter.com/p/inside-every-dan-shipper • Claude Cowork: https://claude.com/product/cowork • Codex: https://chatgpt.com/codex •
Everyone should be using Claude Code more: https://www.lennysnewsletter.com/p/everyone-should-be-using-claude-code • Every: https://every.to • Kieran
Klaassen on X: https://x.com/kieranklaassen • Cora: https://cora.computer • Kate Lee: https://every.to/@kate_1767 • METR (Model Evaluation and Threat
Research): https://metr.org • OpenClaw: https://openclaw.ai • Shopify: https://www.shopify.com • Ramp: https://ramp.com • Brandon Gell on LinkedIn:
linkedin.com/in/brandongell • Proof: https://every.to/on-every/introducing-proof • Devin: https://devin.ai • Cursor: https://cursor.com • The rise of
Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell (co-founder and CEO):
https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell ...References continued at:
https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper
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Lenny may be an investor in the companies discussed.