21 Claude-Max-Accounts, ein (menschlicher) Entwickler. | Alexander Weipprecht #41 — Transcript
Full transcript
- 0:00Welcome to Tokenate.
- 0:02We speak here with people who have built
- 0:04something with AI in the last few months
- 0:05.
- 0:07And today, we’ve arrived at an episode
- 0:09that has never happened—it's the fastest
- 0:10episode in the podcast world I've ever
- 0:12experienced.
- 0:13I woke up this morning to a message from
- 0:16a listener who likes the podcast and
- 0:19said I should speak with Alexander.
- 0:22There was a link to his Instagram, I
- 0:26messaged you 30 minutes ago, and Alex
- 0:30asked if I was spontaneous.
- 0:34Of course, I’m skipping my lunch for
- 0:36this podcast episode.
- 0:38Some know how hard that is for me, but I
- 0:41think it’s worth it. Alexander, thank
- 0:43you very much for your time. Who are you
- 0:46and what have you built with AI in the
- 0:48last few months?
- 0:50Okay, first of all, thank you very much
- 0:52for the invitation. Thanks for making it
- 0:53happen on such short notice.
- 0:55Uh yeah, so who am I? I’ve been
- 0:57self-employed since I was 14.
- 0:59I founded a software company at 15,
- 1:02built websites, started a web hosting
- 1:05company, and sold it in 2017 with nearly
- 1:0856,000 customers.
- 1:11I trained as a software developer,
- 1:13studied economics, and spent 8 years
- 1:16doing website consulting for large
- 1:18corporations, reputation management, and
- 1:21SEO.
- 1:22But as I said, I’m a software developer
- 1:25by trade, and for the last two years,
- 1:27I’ve been working in the AI field
- 1:29because I operated several websites in
- 1:32the affiliate space, and now there are
- 1:34298 websites that I run completely
- 1:37agentically, supported by AI agents.
- 1:40That means I have several PCs with AI
- 1:42agents that run these websites and
- 1:43market themselves autonomously.
- 1:47And in the last 12 months, I’ve founded
- 1:4912 startups that are all performing
- 1:51relatively well, with over 50,000 users
- 1:53in the areas of podcasts, online
- 1:54learning for children, and other
- 1:56projects.
- 1:58And as a software company, we work for
- 2:00about 40 medium-sized businesses, for
- 2:02whom we program software agentically
- 2:04with AI alongside my four employees here
- 2:06on-site.
- 2:08And exactly, I run a TikTok channel with
- 2:10now almost 10,000 followers on the topic
- 2:12of AI programming.
- 2:14I have a YouTube channel with nearly
- 2:1611,000 followers that I’ve had for 3
- 2:18months in the field of AI programming,
- 2:19and that is what I do all day long. I
- 2:21program, I program, I develop, and I
- 2:23talk about what I’m doing. Exactly.
- 2:27And maybe in closing, I have specialized
- 2:28over the last few months primarily in
- 2:30building a software called Codeguard.
- 2:33The goal was to close the gap between a
- 2:35senior developer and a "vibecoder" by
- 2:37making the code secure and the
- 2:39structures and processes clean.
- 2:41That is one of my main focuses at the
- 2:43moment.
- 2:44Ah, I think there was just some news
- 2:47from Lovable, that the Handelsblatt
- 2:51reported that a few things might not be
- 2:54entirely secure.
- 2:57Yes, exactly.
- 2:59So software development as such is an
- 3:02area that isn't just a question of code
- 3:05quality, but also of systematic planning
- 3:08of infrastructure and processes.
- 3:12Like, how do I publish software content
- 3:14to a server?
- 3:15How must the server be configured? What
- 3:17do the processes look like after the
- 3:19first time you publish?
- 3:22So, things like ongoing deployment,
- 3:24maintenance, and ensuring—uh,
- 3:26deprecations as they're called in the
- 3:28field, meaning phasing out features—uh,
- 3:31security architecture, backup planning,
- 3:34customer data protection, GDPR; it’s a
- 3:36huge area.
- 3:38And I believe it doesn't just end with
- 3:40choosing a Large Language Model, but
- 3:42rather, it's a bird's-eye view that you
- 3:44have to take, as an entrepreneur as well
- 3:46as a developer, when you're working with
- 3:48software today.
- 3:50The EU regulation also says that product
- 3:52liability has become stricter.
- 3:54Uh, the GDPR and the EU AI Act clear up
- 3:57quite a lot of heavy things.
- 3:59That's why you have to look at the big
- 4:01picture overall to see what's important
- 4:03, and I want to help with that. Yes,
- 4:06>> how would one do that as a Vibecode?
- 4:09So, assuming I'm building a small app
- 4:12here, would I just ask the same AI I
- 4:15used to build the app if it could check
- 4:18it now?
- 4:19So do I conduct a DD, a security due
- 4:22diligence with the AI on my AI product,
- 4:24or what is the best way to do that?
- 4:28>> Well, there are actually a few good
- 4:30standard systems, a security review from
- 4:32Opus, meaning from Anthropic themselves
- 4:35.
- 4:36But there are also very good
- 4:38repositories from, for example,
- 4:40Cloudflare, which provide a very, very
- 4:42good security repository nowadays.
- 4:45Um, but actually it's not as hard as you
- 4:48might think.
- 4:50It's much more a question of whether I
- 4:51am asking the right questions to the LLM
- 4:53.
- 4:54So, if you have a modern LLM, like Opus
- 4:563.5 or something from Anthropic, or a
- 4:58GPT-4o, then it’s more a question of
- 5:01whether you're approaching the problem
- 5:03from the right vector?
- 5:05So, are you asking the right questions
- 5:07about your software?
- 5:08And I believe that anyone who does this
- 5:11right can bring very, very good
- 5:13deployable software online today that
- 5:15also meets very high security standards
- 5:17. Only, as I said, most people lack the
- 5:19question of what they should ask, and
- 5:21that is where the problem somewhat lies
- 5:23.
- 5:25>> All right, and uh, why don't you show us
- 5:28what you're working on?
- 5:31I, uh, would like to understand and see
- 5:33what you have set up for yourself.
- 5:37With pleasure. So, I can, if you like,
- 5:39briefly provide some insight into how I
- 5:41build my setup and why I have it
- 5:43structured that way. Um, in addition, I
- 5:46should mention that a lot of my work
- 5:47runs through the Code Guard. I'll also
- 5:49talk a bit about how it works and what
- 5:51it does, and then you can get a little
- 5:52insight into it yourselves.
- 5:54Um, okay, I'll just share my screen. Uh
- 5:57, I must say, in fairness, I'm working
- 6:00locally here with Hurder.
- 6:02Hurder is a kind of multi-terminal
- 6:04management system.
- 6:06I have that running right now, and there
- 6:08are 16 client projects running in
- 6:10parallel as we speak. I have a
- 6:11six-monitor setup here; people know that
- 6:13from my YouTube channel.
- 6:16Um, that's why I've opened an emergency
- 6:18session in Visual Studio Code here,
- 6:20where I can also show how I do my setup
- 6:22.
- 6:24Um, just so you're not confused, as I
- 6:25said, I work with Hurder.
- 6:27It's very, very cool. Um, exactly.
- 6:30I, I hope you can see my, um, terminal
- 6:33setup here now; I've put together a
- 6:35terminal, a setup, and I'll briefly show
- 6:38you how I do my basic setup and what my
- 6:40strategy is when I'm planning software
- 6:43development.
- 6:44And I think, because I was asked to show
- 6:46something practical. I hope that's okay
- 6:48. Um, exactly. So, first of all,
- 6:51regarding the setup, how do I build it?
- 6:53I have two terminals up here and I'll
- 6:56show you briefly how I do it. I have two
- 6:59terminals up here. Um, one moment,
- 7:02Terminal, New Terminal. Uh, bam, I'll
- 7:04pull one terminal to the top.
- 7:07So, and this terminal up here, I'll
- 7:09split into two halves.
- 7:11And the terminals down here, I'll split
- 7:13into four individual sessions.
- 7:16And I'll start Cloud Code briefly for
- 7:18each session.
- 7:20Um, just so you can see how I proceed
- 7:22there.
- 7:23Um, so.
- 7:28So,
- 7:32exactly. Now you can sort of see briefly
- 7:34what something like that looks like.
- 7:36I'll briefly go into, uh, bypass
- 7:38permission mode.
- 7:40I work with it because my Code Guard, my
- 7:43system that I have, enables me to work
- 7:46securely because I have so-called guards
- 7:49in place.
- 7:51I have developed a parser in Codeguard
- 7:53that parses bash commands—specifically,
- 7:57any destructive commands related to SQL
- 8:00or the operating system, such as bash
- 8:03shell commands.
- 8:05This means that every command the LLM
- 8:07tries to send out is run through a
- 8:09parser and is blocked if it is
- 8:11destructive, such as delete commands,
- 8:14destructive commands that recursively
- 8:16delete data, break databases, and so on
- 8:18.
- 8:20Um, exactly.
- 8:21Um, now I am here in my base session,
- 8:24and before I start building software,
- 8:27all of my sessions are assigned a very
- 8:30clear defined role.
- 8:32I will start by renaming the
- 8:34Orchestrator, which is my, is my, is my
- 8:38orchestrator, my main session.
- 8:42Um, my second session here on the right
- 8:44, and I will explain that in a moment,
- 8:46is the Task Manager
- 8:49and then come the individual workers:
- 8:52Worker 1,
- 8:55Worker 2,
- 8:59Worker 3. The setup is done relatively
- 9:01quickly; you just have to, um, Worker 4
- 9:04.
- 9:08And what I have now is a division: one
- 9:11Session Orchestrator, one Task Session
- 9:14Orchestrator—which is special, I’ll get
- 9:17to that in a moment—and four worker
- 9:21sessions that work in their own Git work
- 9:24trees. This means I can always work with
- 9:26four workers simultaneously.
- 9:28And the cool thing is, this is where
- 9:30Codeguard comes into play, so to speak.
- 9:32I will first introduce my terminals to
- 9:36their tasks.
- 9:39To the Orchestrator, I say, you act as
- 9:41Orchestrator.
- 9:46Orchestrator,
- 9:50act
- 9:52as Task Orchestrator.
- 9:55These are fixed roles that my Codeguard
- 9:57has.
- 9:58You can also see that the skill "
- 9:59Session Orchestrator" is being loaded.
- 10:03Here, the skill "Session Orchestrator"
- 10:05is loaded with the special instruction "
- 10:07Task Orchestrator."
- 10:09That is, Senior Dev now starts the Task
- 10:13Orchestrator, and now I say, introduce
- 10:16yourself to the workers,
- 10:20introduce yourself to the worker
- 10:22sessions, and I tell the Orchestrator
- 10:24that, too. Introduce yourself to all
- 10:26sessions.
- 10:29So, what I am doing now is having them
- 10:31introduce themselves to each other and,
- 10:34so to speak, write into their memory so
- 10:36that they know who has which task.
- 10:40And what the Orchestrator does first is
- 10:43create a Git repository and assign the
- 10:45instructions to the individual workers
- 10:48here to work with so-called Git
- 10:50worktrees.
- 10:53I hope this isn't too technical for your
- 10:55channel's target audience, but I assume
- 10:56since you talk about AI programming,
- 10:58this is all still trivial, so to speak.
- 11:02Um, while that's happening, I'll explain
- 11:05an important fundamental strategy of
- 11:08this approach: the orchestrator I'm
- 11:11currently in—its tokens and context
- 11:14should remain as small as possible, and
- 11:17in the best case, it's never reset, only
- 11:20compacted.
- 11:22This means the orchestrator always keeps
- 11:24an overview of everything that has run.
- 11:27I should perhaps mention that I
- 11:29specialize in software applications that
- 11:31run for weeks. So, the tasks I build
- 11:34here run for weeks. I have one that's
- 11:36been running for over a month, using
- 11:37this exact setup. This means the
- 11:39orchestrator isn't reset for a whole
- 11:41month. That means the context must be
- 11:43kept as small as possible.
- 11:46Um, and that's why it's important that
- 11:48the task orchestrator is the one I talk
- 11:50to, and it distributes the tasks to the
- 11:52corresponding—um, to the corresponding
- 11:54sessions, and you can see it down here,
- 11:56it's currently logging into them.
- 11:59You can also see now that the messages
- 12:01are coming in. That means the
- 12:02orchestrator is now saying "git init" is
- 12:04recommended. Bam.
- 12:06Yes, that means it just said directly, "
- 12:08As the orchestrator, I now have to take
- 12:10care of the versioning of the Git
- 12:11repository."
- 12:13And the role of the task orchestrator is
- 12:15super exciting because it does the
- 12:17following: it doesn't just look at, "
- 12:20Hey, what to-dos do I have open?"
- 12:23There is a separate to-do management in
- 12:25my codeguard, but it looks at the Git
- 12:28trees and the commits of the individual
- 12:30worker sessions.
- 12:32Which task is already finished? How much
- 12:35have we already accomplished there? Are
- 12:37there merge conflicts? Are they in
- 12:39collision with each other?
- 12:41So, this means the task orchestrator
- 12:43ensures that the Git structure we are in
- 12:46is completely clean.
- 12:48Yes, and it is extremely important that
- 12:51one session always takes care of this
- 12:53matter.
- 12:54And as I said, this is such a process;
- 12:56you have to imagine, I usually have not
- 12:59just four worker sessions, but 15 to 20
- 13:01worker sessions.
- 13:02This means I am recreating software; for
- 13:05example, we have clients. For them, we
- 13:07are rebuilding an ERP system.
- 13:09It was developed over 10 years by seven
- 13:12developers, so 2.5 million lines of code
- 13:15, and we are reverse engineering and
- 13:18completely rebuilding it on a platform
- 13:21in 3 months.
- 13:24This means, um, we are first building a
- 13:27tool that can handle the entire
- 13:29mirroring.
- 13:31That means we look at database
- 13:33structures, infra, business logic, build
- 13:36entire mappings via a graph, so to speak
- 13:39, clone the logic into an actual format
- 13:42, and then completely rebuild it on a
- 13:45Laravel framework, for example, as a web
- 13:47application with a full security concept
- 13:50and an MCP connection.
- 13:53This means the entire ERP solution will
- 13:55be controlled via MCP in the future. Yes
- 13:57, and for that to work, it needs open
- 14:00endpoints with token authentication,
- 14:02rights management systems, and so on.
- 14:05And to manage such large projects on the
- 14:07fly in the enterprise sector, you have
- 14:10to imagine, if I only had to make a
- 14:12decision myself for every fourth problem
- 14:14in this development, it would take me a
- 14:17year just to make decisions for software
- 14:19like this.
- 14:21So, I don't decide anything anymore. My
- 14:23entire system has an autopilot.
- 14:27It has an LLM Council behind it, which
- 14:29you might know.
- 14:31I don't know if you are familiar with
- 14:33LLM Councils, but my LLM Council has a
- 14:35special user, called the Pareto Engineer
- 14:38.
- 14:40That means he has to find pragmatic
- 14:42solutions that don't necessarily have to
- 14:44meet pure efficiency, or the perfect
- 14:47solution, but rather address the
- 14:49question of how we can reach a result
- 14:51quickly.
- 14:53Because one of the core problems of
- 14:55large AI engineering is infinite looping
- 14:58, which you can't get out of because
- 15:00tasks keep increasing and the LLMs keep
- 15:03finding more errors. Um, exactly. Then
- 15:06perhaps it's important that within this
- 15:08system, I work with static code analysis
- 15:10.
- 15:10That means I use PHPStan, linting
- 15:12methods, and I use large frameworks that
- 15:14already have a clean security concept,
- 15:17like Laravel.
- 15:19For example, this means I don't work
- 15:21with vanilla CSS, JavaScript, or legacy
- 15:24code, but rather use large existing
- 15:27frameworks to have a very, very clean
- 15:30structure here.
- 15:32And now comes perhaps one of the most
- 15:34exciting points, which I can
- 15:35unfortunately only show halfway because
- 15:36there are too many client projects open
- 15:38in parallel here.
- 15:40Specifically, I have developed a
- 15:42so-called acceptance criteria
- 15:44contracting procedure.
- 15:46I’ll explain that briefly.
- 15:48There is a skill I have called Goal
- 15:50Engine, and Goal Engine describes the
- 15:52target definition of my to-dos.
- 15:56So, if I were to say now, "build me a
- 15:59tool"—I can show you— "build me a tool
- 16:02where I can manage my tasks."
- 16:08So, let's plan that out.
- 16:11Then Goal Engine steps in and does the
- 16:14following.
- 16:16It interviews me now in a classic
- 16:18brainstorming session using superpowers
- 16:21and the Grillmi skill, so I have the
- 16:23Grillmi skill integrated here.
- 16:26That means it first asks me for all the
- 16:28important aspects necessary to build
- 16:30something like a task manager.
- 16:34But next, it is important to say at this
- 16:37point, once it has asked these tasks, uh
- 16:40, once it has asked these questions,
- 16:42then the question is, how do I formulate
- 16:45my tasks?
- 16:47Therein lies a big difference in
- 16:49software engineering today, because here
- 16:50, now it starts: what is it about?
- 16:53Who is working with the tool? This
- 16:54determines whether it needs login,
- 16:56assignment, or permissions. Now I will
- 16:58say just me alone. Then what it is about
- 17:01, what should it do better later than
- 17:02today? It should stop forgetting things
- 17:04, know what is next on the agenda. I
- 17:06want to track deadlines and see progress
- 17:08. Bam.
- 17:10Um, what it is about, you need to access
- 17:12your task, let's say via a browser. Yes
- 17:14, bam.
- 17:16What it does now is it takes these
- 17:18answers and builds acceptance criteria
- 17:21out of them. I'll give you an example.
- 17:24If you program a login somehow and you
- 17:26just say build a login, then an
- 17:28acceptance criterion would be to say a
- 17:30login has a username, a password, but
- 17:32isn't "forgot password" perhaps missing
- 17:35there?
- 17:36What about, uh, saving password login?
- 17:39What about, uh, five failed login
- 17:41attempts? How often are you allowed to
- 17:43do that anyway?
- 17:44That means, for a login screen alone,
- 17:47there are certainly 50 acceptance
- 17:49criteria that must be cleanly defined to
- 17:51say this is a good login and this is a
- 17:53bad login.
- 17:56And for this, I have my own engine that
- 17:58tries to find the most important and
- 18:00best acceptance criteria as best
- 18:03practice with an online search for a
- 18:05single task and then creates a catalog
- 18:07of acceptance criteria from it, and
- 18:09those are in turn defined into
- 18:11milestones and sub-acceptance criteria.
- 18:16And the concept behind it is that you
- 18:19have a measurable end result.
- 18:23And what comes out of it is a SlashGPT
- 18:25prompt.
- 18:27That means it is now creating a contract
- 18:29with precise acceptance criteria,
- 18:30milestones, and goals.
- 18:33And at the end of the day here, now it
- 18:35makes the goals, goal 1, goal 2, goal 3
- 18:37, and at the end I get a goal statement
- 18:39with a clear SlashGPT command, and when
- 18:41that is started, the software develops
- 18:43completely autonomously.
- 18:47All decisions that need to be made are
- 18:49made via the LLM Council, via a reviewer
- 18:51.
- 18:52That means the LLM Councils are allowed
- 18:55to go online and search for a best
- 18:56practice solution for a task and also
- 18:58document it.
- 19:00When you have to make technological, uh
- 19:02, technological decisions, you can have
- 19:05a Senior Developer Skill, which already
- 19:07has a ton of data, go online and develop
- 19:09the best solutions based on its
- 19:11experience and pass them to the LM
- 19:13Council as information so that the
- 19:15Council has a better basis for
- 19:17decision-making.
- 19:19And, uh, you might think this is all
- 19:22totally spaced out and exaggerated, but
- 19:24I have 14 different software tools here
- 19:27, three Linux computers, and 300
- 19:29websites, and they are optimized every
- 19:31day by automatically cross-referencing
- 19:34Matomo statistics, Google Ads campaigns
- 19:36, and visitor statistics.
- 19:39This means every website has about 100
- 19:41measuring points, and every day an agent
- 19:43goes in and looks: Did the users–how did
- 19:45they behave there? Did they click on
- 19:47affiliate links? Did it generate revenue
- 19:49?
- 19:50Did the Google Ads campaign work? What
- 19:52needs to be improved in that regard?
- 19:54That’s how I manage nearly 300 projects
- 19:57completely autonomously with several AI
- 19:59agents that run here all day long, and
- 20:01this only works in an absolutely perfect
- 20:03autonomous setup that only informs me
- 20:06about the most important things.
- 20:08Via email, where I only intervene when I
- 20:10really have to do something, and I
- 20:12basically just watch, uh, and then I
- 20:14have to check: Is it legally secure?
- 20:16There is a separate legal skill that
- 20:18must check every text it writes to see
- 20:20if the text is legally correct, if I am
- 20:21violating third-party rights, or if I
- 20:23might run into data protection issues
- 20:25with it.
- 20:26So, in a sense, it must build everything
- 20:29to be legally compliant with the EU AI
- 20:31Act.
- 20:32If I incorporate an image that is
- 20:33AI-generated, it must have the AI label
- 20:35.
- 20:37That means my system not only builds
- 20:39software autonomously and builds
- 20:41websites, but also develops itself
- 20:44independently via a so-called recursive
- 20:46self-improvement process.
- 20:49This means that after every process, a
- 20:51separate procedure checks whether the
- 20:53process could have been improved and
- 20:54thus independently improves itself.
- 20:57And it does this for 300 processes
- 20:59multiple times every day.
- 21:02This means we have a constantly evolving
- 21:04process, and now you see, now it has
- 21:06defined acceptance criteria, goals,
- 21:08acceptance criteria for the app, so a
- 21:10complete structure.
- 21:12And now I can say, I am approving this
- 21:14acceptance criteria catalog. This is
- 21:16version 001.
- 21:18Uh, that means there is actually a
- 21:19graphical interface for me now. I can
- 21:21now see all contracts there and all
- 21:23processes, they are basically included.
- 21:25I just can't show that right now because
- 21:26there are too many other customer
- 21:27projects in there.
- 21:29Um, and now you'll see what comes out,
- 21:32which is a complete goal prompt that
- 21:34allows me to have this contract
- 21:36processed completely autonomously until
- 21:39it's finished.
- 21:42Here comes the slashgoal right now.
- 21:46The contract is under personal task tool
- 21:49contract V001 Jason with all acceptance
- 21:52criteria.
- 21:54I hope you can read it well. You just
- 21:56have to let me know. Yes.
- 21:59And um and then it runs exactly now it
- 22:01is finished. Now here comes my slashgoal
- 22:03.
- 22:04That is essentially the contract. Now I
- 22:06say slashgoal. Boom.
- 22:10And now I have entered the contract and
- 22:12now this contract is being completely
- 22:15implemented via a slashgoal instruction
- 22:17and it's only finished when the
- 22:19application is completely done, working
- 22:21, end-to-end tested, programmed with
- 22:24unit tests, and fully checked by the
- 22:26security architecture via my skills.
- 22:29That means the Code Guard skills are now
- 22:32running over it.
- 22:34Um, the security architecture is being
- 22:36checked, the end-to-end tests are being
- 22:38checked, a static code analysis is being
- 22:40run over it, and the database is being
- 22:42checked for clean indexes and clean
- 22:44normalization of the fourth normal form
- 22:45, as you would do in a proper software
- 22:47architecture.
- 22:49Um, exactly. And that means the thing is
- 22:51now building the app completely like a
- 22:53senior developer.
- 22:55So that was my task to build an app and
- 22:56it's now running almost completely
- 22:58autonomously and now we are at 23
- 22:59minutes.
- 23:00Maybe you still have a few questions.
- 23:02Exactly. I'll switch back again.
- 23:04>> Yes, incredible. Would you like to give
- 23:07a little overview?
- 23:08So, you said you have projects running
- 23:11there.
- 23:12Uh, can you categorize a bit what that
- 23:14brings in terms of revenue on one side
- 23:17and what it means in terms of costs on
- 23:19the other?
- 23:20>> Well, I have learncastaai.com for
- 23:22example. That's about 6,000 users now.
- 23:25Um, I have wemolino.com, I have Bankreif
- 23:29as a project, I have um I can gladly
- 23:32show a few projects, but I have Market
- 23:36Update AI, Ranchen AI, that's a new
- 23:39company, it's about AI visibility, we
- 23:42have findexpert.com.
- 23:45We have My Startup 24, we have State by
- 23:47Steep a fitness app, we have Website
- 23:50aient.com, that is a chatbot for
- 23:52e-commerce websites that is agentic.
- 23:55That means it's a bot, it's not just a
- 23:58simple RAG agent chatbot, but an agentic
- 24:00loop system.
- 24:02That means it's like a cloud coder only
- 24:03for online shops, which corrects its own
- 24:05results in the chatbot itself and helps
- 24:07the website operator to improve their
- 24:09website.
- 24:10Um and um as I said, regarding the total
- 24:13volume, we are at about
- 24:19AI costs between 11 and 15,000 dollars a
- 24:21month. I have 21 Cloud Max accounts
- 24:24myself, um, that we operate, um, and
- 24:27these must, of course, be used in a
- 24:30GDPR-compliant way. That means we
- 24:32clearly separate customer projects from
- 24:35staging.
- 24:36Um, so we develop on staging and then
- 24:38deploy live with the other plans, with
- 24:40the GDPR-compliant team plans.
- 24:43Um, and we currently make about 1.1
- 24:46million in revenue per year. That is
- 24:48roughly our, our thing here.
- 24:52So, we do have a good margin in the
- 24:53range of 45 to 60 percent, depending on
- 24:55how much.
- 24:57I just bought a 9, 8,000 euro Mac Studio
- 24:59, last week 11,000 euros in new hardware
- 25:02for my employees. Um, and sometimes we
- 25:04also have to buy additional tokens for 3
- 25:06, 4,000 dollars. So, depending on that,
- 25:08um, the revenue is sometimes more,
- 25:10sometimes less. That's about our scale,
- 25:12and we've been operating at that scale
- 25:14for a year and a half now. Exactly.
- 25:16>> And where is the journey headed, also?
- 25:20In terms of SaaS. There are always these
- 25:23waves where people say SaaS is dead,
- 25:25long live SaaS.
- 25:27How, how do you see it? Especially when
- 25:29you say, hey, we just rebuilt an ERP
- 25:31here and everything.
- 25:34>> Is the future heading there, or is it
- 25:37more like everyone is building their own
- 25:39little solution, but none of these AI
- 25:41products really get traction?
- 25:44>> I don't think the solution will be that
- 25:46everyone builds their own little
- 25:47solution. Um, as, as the company itself
- 25:50. I believe there will be specialized
- 25:52firms like us that build such software
- 25:55solutions, because the, um, requirements
- 25:57—I notice this with our customers—they
- 25:59are growing exponentially with the
- 26:01possibilities. That means, um, if we
- 26:03develop software today—I mean, I
- 26:05developed software before, but if I, if
- 26:07I get an order for software today, for
- 26:09which I would have said earlier that we
- 26:12need a year, that is now expected to be
- 26:14delivered in about two and a half to
- 26:16three weeks. That means the speed of
- 26:19what needs to be delivered, in what time
- 26:21, is changing, and the question is who
- 26:23can get this stuff done efficiently,
- 26:26cost-effectively, and at a high level?
- 26:29Um, at the same time, the software tools
- 26:30themselves are no longer that simple. So
- 26:33, people suddenly want to have authentic
- 26:35AI everywhere. That means they want all
- 26:37of their processes to be automated. This
- 26:39means we are not just simply rebuilding
- 26:41an ERP, but it has to be completely
- 26:43authentic afterward. It has to be fast,
- 26:45it has to be connectable, uh, and for
- 26:46that, you definitely need architecture
- 26:48experience.
- 26:50You need to know where the pitfalls are
- 26:52, keyword: fallback LMs.
- 26:54I’m not going to build an entire
- 26:55application on one cloud just so that if
- 26:57the cloud has downtime tomorrow, the
- 26:59whole company comes to a standstill.
- 27:00That means we need multi-large language
- 27:03models, fallback solutions, and we need
- 27:05monitoring. For example, if complex
- 27:07pipelines are running for invoicing or
- 27:09whatever, and they run via LMs, what
- 27:11happens if they have downtime or fail,
- 27:14yeah, uh, when do you detect that in
- 27:16time?
- 27:17Or we’ve often had the issue where large
- 27:19language models sometimes have error
- 27:21rates, where they suddenly just start
- 27:23spitting out garbage.
- 27:26Yeah, what happens if I suddenly get
- 27:27errors during a highly sensitive process
- 27:29?
- 27:31That means I have to monitor their
- 27:32status page and, if in doubt,
- 27:34automatically shut down the client’s
- 27:36software to prevent errors and so on.
- 27:40Um, then GDPR, we work a lot with
- 27:42Mistral, but also with Microsoft Azure
- 27:45or Ionos as an AI Cloud Hub, which are
- 27:47GDPR-compliant.
- 27:50That means multiple APIs, you have to
- 27:52put a credit card everywhere, you have
- 27:53to manage all of that, and many
- 27:55companies don't want to deal with that
- 27:57kind of thing, which I can understand.
- 28:01Yeah.
- 28:01>> And how do you view the European AI
- 28:04players? Like Ionos, Mistral, and things
- 28:08like that?
- 28:09Are there still chances?
- 28:11Do we have any possibility of keeping up
- 28:14with the American models using
- 28:15open-weight models?
- 28:18Yes, because I believe the marginal
- 28:20utility of LMs decreases after a certain
- 28:23point.
- 28:24I mean, to exaggerate: if we had
- 28:26software in Europe at the level of Opus
- 28:293.5, at least on the day it came out, I
- 28:32mean LMs, then you could really build 90
- 28:35%of the software you need to build with
- 28:38that.
- 28:39Yes, so um, the question is what an Opus
- 28:426.6 could actually do much better, um,
- 28:44besides finding security vulnerabilities
- 28:46that no one really wanted to find anyway
- 28:49.
- 28:50Yes. Um, that means the question will
- 28:52ultimately boil down to the end result:
- 28:55how much smarter does it really need to
- 28:57get for you to build something a human
- 28:59can actually use? Because I can already
- 29:02see that I’m—I’m building.
- 29:03For some clients, for instance—the
- 29:05client works with their own cloud, and I
- 29:07just enable an agent on my end that the
- 29:09client talks to.
- 29:11So we have software projects that the
- 29:13customer builds themselves by giving
- 29:15instructions to Sclaud, our Cloud, and.
- 29:18And so, I don't manage these projects as
- 29:20a human anymore; instead, the customer
- 29:21just provides their requirements and
- 29:23discusses what they need with their
- 29:24Cloud.
- 29:25It connects via a server-wide MCP to my
- 29:28Cloud, and they then discuss the best
- 29:30solution with each other and build it
- 29:32without me having to approve it.
- 29:35That means there's a framework where my
- 29:37agents build software for customers that
- 29:39the customers trust, but the advantage
- 29:41is that the customer doesn't have to
- 29:43build this setup, they don't need to
- 29:44have this guardrail, this backup
- 29:46infrastructure, the staging environment
- 29:48, and so on.
- 29:49They don't have to conceive any of that
- 29:51; I can do all of that for them. So,
- 29:52they get a finished software solution
- 29:54but can give me instructions through
- 29:55their Cloud on what they want. Yes, and
- 29:57I can intervene in case of doubt. Yes,
- 30:02>> That's insane.
- 30:04Uh, in closing, everyone is talking
- 30:06about the Anthropic IPO right now.
- 30:09You are with, what did you say, 21
- 30:13Claude Max accounts, probably one of the
- 30:15power users.
- 30:17Are you looking forward to the IPO? Will
- 30:19you be subscribing? Are you perhaps
- 30:21already stocked up on secondaries? Um,
- 30:23or do you think the future will look
- 30:26different?
- 30:28>> Uh, I have, uh, I have been watching
- 30:30these numbers at OpenAI very closely.
- 30:33which are now down by, like, half a
- 30:35billion dollars in valuation.
- 30:38Uh, I fear that these AI companies are
- 30:42extremely overvalued.
- 30:44Right now, not necessarily in the long
- 30:47run. I think in the long run it will
- 30:49settle down.
- 30:50There's this study, I once heard, that
- 30:530.3%of people use AI professionally.
- 30:56I believe that the demand for it will
- 30:58increase, but I also believe there is
- 31:00currently a shortage, specifically of
- 31:01computing power. They are building data
- 31:03centers like crazy right now, and I
- 31:05believe that at some point, there will
- 31:06be a tipping point. I have to imagine,
- 31:08what happens if they set the Max
- 31:10accounts to $ 1,000 tomorrow?
- 31:12Yes, then there will be a few crazy
- 31:14people like me who will probably keep
- 31:15their 21 accounts anyway and continue to
- 31:17use it.
- 31:18But there are probably very, very, very
- 31:20many who will no longer do so and will
- 31:22switch to local models instead, and I
- 31:24believe that is the biggest danger for
- 31:25such big players like Anthropic or
- 31:27OpenAI.
- 31:28Are these really these local models from
- 31:31Nvidia, Spark, the new um systems, they
- 31:33can already deliver extremely good
- 31:36performance, and I just believe in the
- 31:38long run um there will be some kind of
- 31:41mix and there will be a normal, normal
- 31:43valuation.
- 31:44I'd say maybe based on what is valued
- 31:47today, but whether it can necessarily
- 31:49keep going up like that. I'm a bit out
- 31:52of the speculative bubble.
- 31:54I um I'm sticking a bit to Warren
- 31:55Buffett at the moment, who is holding a
- 31:57lot of liquidity.
- 31:59Uh I unfortunately have the fear that we
- 32:01are still facing a big bubble and if
- 32:03things escalate worldwide due to
- 32:05political and military conflicts, I
- 32:07don't want to be invested in the stock
- 32:09market at the moment. That's too hot to
- 32:11handle for me right now, but that's
- 32:14another story.
- 32:15>> Yes. And um you're also a content
- 32:18creator, so you said TikTok um and as I
- 32:21said, I was sent the Instagram account.
- 32:24Uh have you already fully automated that
- 32:26too? So does Claude edit your your
- 32:29shorts, your your videos? Um are there
- 32:32any hot tips for that?
- 32:34>> I actually have two videos on YouTube,
- 32:36no, three, that are completely
- 32:38AI-generated for testing. My employee
- 32:40made them. Uh I'm completely an avatar
- 32:42in them. They are really hard to
- 32:44distinguish from real videos now. Uh
- 32:46they are also labeled logically. But my
- 32:48TikToks and Reels I still do completely
- 32:50myself with the phone in my hand. Uh I
- 32:53basically film my screen. Nothing AI
- 32:55related.
- 32:57Um because I'm someone who says it's raw
- 32:59material.
- 33:00I just talk about everyday life.
- 33:02I have no desire to put that into video
- 33:04editing. I just chat away and my viewers
- 33:06quite like that. I sit in the car in the
- 33:09evening on my way home, then I record it
- 33:10and upload it directly from the car. So
- 33:12, when I turn the car keys, I quickly
- 33:15upload the TikTok.
- 33:17Um, for me it's just about taking people
- 33:18along on my life's journey and what I do
- 33:20and getting them excited about
- 33:22technology.
- 33:24Um yes, all this, so we naturally use AI
- 33:27to analyze the comments under my videos
- 33:29and I get an email once a day containing
- 33:31all the important information about the
- 33:34comments.
- 33:36Um um and through that I get inspiration
- 33:38for new videos. That runs fully
- 33:40automatically. So we evaluate it. Sure.
- 33:42>> Exactly.
- 33:43>> Do you have three final hot tips that
- 33:46everyone should do with AI?
- 33:52Look into the processes you do every day
- 33:55that don't involve people directly but
- 33:58require high precision, and test whether
- 34:01you can automate them.
- 34:04Um, anything involving people, I would
- 34:06be careful with—or rather, not do at all
- 34:08. So I would continue to handle phone
- 34:10and email correspondence personally.
- 34:12Um, also a note: don't forget that with
- 34:14all processes running automatically, you
- 34:16still need to know what's happening in
- 34:18your own shop at the end of the day.
- 34:21Um, and, very important: maybe don't let
- 34:24these negative people get to you.
- 34:27Be careful about publishing stuff live
- 34:29and launching apps when you don't know
- 34:31what you're doing, but at the same time
- 34:33, don't let all those senior developers
- 34:36ruin your fun by running around saying
- 34:38that private individuals who aren't
- 34:40developers can't build anything.
- 34:43Don't let them spoil your fun, because
- 34:45there’s nothing wrong with everyone
- 34:47building their own software and enjoying
- 34:49it.
- 34:52The truth is, as I said yesterday in a
- 34:54longer YouTube TikTok, I think I
- 34:56recognize after a certain time,
- 34:58especially noticing it myself, that the
- 35:01joy of building eventually fades because
- 35:03you actually have to use it.
- 35:06I mean, there are many who build ten
- 35:08tools and use only one or none of them.
- 35:10And then at some point I ask myself,
- 35:12should I build an eleventh, and is it
- 35:14worth the $ 20 a month cloud
- 35:16subscription, or the Netcup server, or
- 35:18the Hetzner server for € 30 a month?
- 35:21Does it make sense for me to pay for it
- 35:23every month if I don't really have
- 35:25anything on it that is running or
- 35:27working?
- 35:28So, I think the euphoria, the "tinkerer
- 35:30" euphoria, will eventually die down a
- 35:32bit and people will go back to buying
- 35:34their SaaS software subscriptions
- 35:36because they'll say: "I can afford the €
- 35:3819.90, I can just buy Alex's cool
- 35:40software and don't have to build
- 35:41everything myself." But who knows, I'm
- 35:44not someone who has a crystal ball; who
- 35:45knows, maybe it will turn out completely
- 35:47differently. Yeah,
- 35:48>> Alexander, thank you very much for
- 35:50sharing. It was a great episode.
- 35:52The next one will be back on Tuesday or
- 35:54Thursday. See you soon. Peace.
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