PERSON DIRECTORY
Leslie Picker
Leslie Picker appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Intelligence as Infrastructure: How AI Is Rewiring the Economy
Leon ShaulovAlex SacerdoteLeslie Picker
AI adoption may be far earlier than consensus: only 10 basis points of 1 billion white-collar workers use advanced agents, while Claude Code targets 500 million DAUs and power users consume a thousand times more compute.Foundation-model margins could be enormous, while WFE may rise from $120-130B to $300B in 3-4 years; sticky inflation, implementation hiring, and efficiency gains make the timing worth monitoring.
What's Next for Software with Orlando Bravo
Bravo argues domain software incumbents—not only AI-natives—are positioned to deliver the agentic enterprise after 20–30 years automating workflows.Leadership and 5-to-1 ROI, not data or system-of-record status, are the durable edge; retention has held despite AI disruption.Key watchpoints are agentic ROI, exits, and refinancing as leverage falls from 7–7.5x to 5x and spreads widen 250bps.