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“We've also got reports today that Anthropic is turning down investors that are begging them to let them invest into Anthropic at an $800 billion valuation, which by the way is double what their last valuation was. So honestly, some of these companies that are on absolute tear right now, and I think people can see where a lot of like, the infrastructure is going to be in a similar place. Some of these companies that are growing super fast are just saying no to investors, and they're just not raising money right now, because maybe they think they can do better in the future.”

“Avid is basically, I think, the backbone of how a lot of professional video and audio productions are functioning today. Film studios, news organizations, post-production houses. There's just a huge chunk of the industry that basically runs on Avid. So this isn't like a niche software company. When Avid is doing something, the professional media world is basically coming along with it. So I think the vision of these AI-assisted production workflows, you have intelligent content search that's happening across these massive media libraries.”

“What Antioch is trying to do right here is let robot builders spin up digital instances of their hardware and then connect them to simulated sensors that actually replicate the data that the robot is going to be experiencing in reality. So right now, they're focusing on sensor and perception systems, which is kind of where I think a lot of complexity lives for autonomous cars and trucks. And they're also going to be looking at drones, agricultural machinery, a lot of construction equipment.”

“I think the fact that they're 7 months old, and they have no products, and they're talking about a $2 billion valuation is absolutely incredible. I also think it is logical, given a lot of things in the environment, right? So I think the conviction in the AI infrastructure layer is really big right now. Investors believe that whoever controls the next gen of AI compute infrastructure is going to capture, I think, just so much value. So I think a lot of VCs, a lot of investors are placing bets before there's a product.”

“AI Box is my own software platform. It's how I solve this. It's one subscription. It's $8.99 a month, and you get access to over 80 AI models in one place. So Gemini, Claude, Grok, ChatGPT, 11 Labs for audio, all of the top image models, VO3 for video, Sora for video, all of the top models in one place. So what I keep coming back to on top of all of that is that we built an automation builder. You describe a tool or a workflow that you want in plain English.”