BUILD CROSS PLATFORM

“Jensen at NVIDIA kind of put it the best, which is effectively the IT department becomes the HR department of AI. And that just opens up so many new questions about what the future of IT looks like, all of which are much more exciting, I think, than the past. But we are in for quite a bit of change in this space.”

“I have more new apps on my home screen in the past, let's say, six months than probably any other time in the past decade, decade and a half. My home screen was like, okay, you added Uber, and then you added Spotify, and you added, you know, maybe one social app, and then WhatsApp, and like only every one or two years did something get to the home page. But recently, I have at least five new apps that I've added into the mix, which to me is a little bit of a proxy for just how much, how much infusion of AI has already occurred in our personal lives.”

“if you're a brand new startup, you go after things that are not easy for the incumbent to go after. So if all you were doing was building a sort of a thin layer on top of OpenAI, bad idea. If you're building a thin layer on top of Salesforce with AI, bad idea. So, you know, Salesforce is very competent. They will build the CRM AI thing. Workday will build the HR AI thing.”

“We got lucky. We were building a product about a year before Chach BT launched, which was, it's now called Hubs. And what it was, was the ability to organize content on a topic by topic basis. So you could share that content or search that content on a per topic basis. We pinch ourselves because if we hadn't been building that, I do get very scared because it was about a year, year and a half of just deep architecture work. Like there was no way to build it any faster.”

“If I compare that to today with AI, recently I was in New York, met a couple dozen CIOs and customers and the reaction was, if I snapped the line at like two or three years in the cloud versus two or three years in the AI, couldn't be more different in terms of the environment. Enterprises are looking for almost as many use cases as possible that they can deploy AI in, probably in many cases more than is actually practical. You have a sense of creativity and excitement and innovation that didn't necessarily exist in the cloud. With the cloud, it was kind of like very pragmatic.”

“you can't have an enterprise workflow in a particularly a regulated industry that works 98% of the time. You would not find it acceptable if 98% of your flights that you scheduled were successful and 2% of the time you show up at the airport and you don't actually have a ticket, right? And that's enterprises need 99.999999% reliability on almost anything that's really important.”

“you can't go to a company and say, I can do exactly what you're doing today and you're going to save 40 percent. You know, like, in like, and this is like an economist would say, oh my God, everybody would do that deal all day long. But like once that meets real life, that person has 17 other projects. There's an incredible amount of people and attention and priorities that are all competing for their time. So if you could wave a magic wand and make something 40 percent cheaper, like you'd totally do it. But like of all of the things that I have to do, like that just might be like number nine on my list.”

“So what do you make of like a Karna? I think right now it's the exception. I think I've sort of, as I've seen the reports, I'm more in the camp of maybe it's overplayed a little bit, but nothing about it is impossible. I mean, my understanding was they were going to build their own workday system with AI, and that's just like not a priority. Most companies are just not focused on building their own HR system to save a couple of $100,000.”