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“I mean, for the most part, SAP software is seed based licensed, today with a few exceptions like a Conker or Fieldglass, for example, or the business network. But, you know, very clearly with AI, it was very clear for us that, you know, step by step, it will go towards this consumptive world. At first, consumptive. And then maybe in the next step, once we have more verifiability in the system, then also towards maybe an outcome based license model, to, for example, what Sierra is doing.”

“I don't trust that we're gonna have those standards set by the federal government, not with this EPA. So as a state, we need to set a set of rules governed by the DNR. And the fact is well, I should say I say that it should be a statewide set because local governments, like, if they go and try to appeal and are turned down, they shouldn't just be able to go to another community.”

“What we are focusing on is the optimization domains, obviously. And then if you go into, think logistics, traveling salesman problems, knapsack problems, like all these kind of usual, hard problems in computer science, These are interesting problems where we where some peep where we believe that could be interesting for the future, for maybe different kind of computing paradigm to solve for. Because if you can obviously load your trucks, right, and the and do the route planning even more, the the outcome is, say, the emissions go down, right, and you save a lot of money.”

“What I learned actually, and I did this mistake probably more than anybody else in this world, is to kind of pitch the technology. And this is completely wrong. When I sit together with CFO or a CIO, the first question is like, hey. What's top of mind for your business? What are what are current what are your current challenges? And then work backwards to the technology. And that always I always found that this is the most useful approach.”

“I saw a Republican friend of mine this weekend up in DC who said to me, oh, yeah. The senate's gone. Oh, it's done. I'm like, really? He's like, everything's collapsing. If he would just shut the fuck up, we might be able to pull out the senate.”

“The state senate will be a little, you you know, that path is a little more clear than the state assembly. But given everything that has been going on, across the country, people's very real frustration with Republicans in the way that Donald Trump has left folks behind, there is a possibility that we will have a trifecta, and that's what I am working towards.”

“I question anybody who says, why must interest rates be this high? Go look at Europe, go look at everywhere else. Why do their interest rates are hundreds of basis points lower than ours? Why are we paying so much? Because we're afraid and we're wrong. And I think Donald Trump is on to that, and that's why he keeps saying it.”

“I remember the first round of tariffs in 2019. I had a conversation, we were doing a farm visit and a guy I had asked the question I said, well, you know, what's the impact of tariffs here? And he said, if you're asking me if these tariffs are gonna be the death knell for rural America, the answer is yes.”

“The answer is our GDP is going to grow. Our economy is going to be on fire. These investments coming into America, if you put them against GDP, you're going to see we are going to have historic growth rates in the United States of America, and that does not create inflation. Energy prices are coming down.”

“Now if you want to do these predictions, quite frankly, then the challenge is large language models are not made for this. The way how they, you know, generate just one token after another essentially in a sequence to sequence modeling. I mean, they're language models. So that and they do this phenomenally well. But if you still wanna do these predictors where you have to go back to these classical machine learning approaches, right, you use XGBoost or AutoGluon and and many of these, AutoML approaches.”

“Maybe we would not have this this economic calamity staring us in the ass of the straits, but we do. That's part of what should scare people about the economy right now, but it ain't the only part. We got a lot we got a lot of stuff going wrong.”

“I always call this the tribal knowledge, the stuff that is not in the system stored somewhere that just lives in people's heads, so maybe in Slack channels, maybe in Teams channels, maybe it was just a discussion on the phone. So how can you drive a decision from that? And then so the question is the agent needs to come back, ask you for input. Now you wanna store that. And now what we do, in the past, we called this process mining. Now we call it agent mining because it will record all these decision traces, these contexts of what the users are entering into the system.”

“I think that the dinner itself has had an identity crisis for the last ten years. Fifty? I'm sorry. Yeah. Go on. Some well, I'm being extremely generous about this. Right. And in the era of Trump, he doesn't ever go. He hates it. He shits on it.”

“Like like everybody who works today maybe in the finance shared service center. It's for me the equivalent of a junior developer today with Cloud Code. So now they actually become they've got one level higher. They're now not so much anymore, tasked with then writing a lot of the code. With with with codex or with Cloud Code. But they actually then start supervising the code, give feedback, right, and capture, of course, the essence of what the code should look like and then, you know, do much more review and then rather think about what to build next.”

“What hasn't changed is what customers are seeking for, which is outcomes, right? Outcomes and return on their investment in order to get the things done. And, of course, now AI is an amazing technology that, again, helps to get more things done in the enterprise.”

“Usually, I say the the the primary problem, as I said, is is is the problem of a data. Because most of the time, the data is, of course, very disaggregated in a in a in a company. Either because you made certain decisions, how you purchased, solutions in the past, or you did an m and a. So you acquired a company naturally. Of course, they bring a very different IT system landscape as well and so on and so forth.”

“Do you still remember in a when I was a computer science student where the Google guys came in in a in a lecture, and they said, like, hey. I can go home at 5PM because I wrote my tests. And, of course, this was non you still remember that, like, test first or test driven development? It's coming back. The reality is nobody did it. At least I never did it because, hey, it was so much more fun.”

“Short-term holders are the ones that are in insane levels. You know, but honestly, they're down by 10%. Like this is the thing Wall Street wants to come play in crypto, then they want to complain and say that it's over with. When we have a 10, 20% dip, like you're not cut out for Bitcoin or especially not alt coins, right?”

“Is it too good to be true to get government data out on the Blockchain? Because through Biden's presidency, they fake millions of jobs, they fake millions of jobs, they fake inflation data, they fake basically anything and everything they can in terms of macroeconomic information to make shitty decisions with at the Federal Reserve level.”

“You can build two years ago, right, everybody build a rack service. And you could easily, with a POC, blew off everybody's, you know, the CEO's socks and, like, look at how easy it is to build a chatbot on 10 documents. But that but but SAP and and also these large customers, right, they always have a problem of scale. Okay. What do you now with 100 documents? Well, it becomes a little harder. A thousand documents becomes a different engineering challenge.”

“That's part of what should scare people about the economy right now, but it ain't the only part. We got a lot we got a lot of stuff going wrong. I mean, the last twenty four hours, there have been stories about, record farm bankruptcies. Right. Not great. Nobody should be happy about that. You never wanna break records with bankruptcies.”

“Providers aren't getting the money to be able to pay the teachers what they deserve. Parents are often cash wrapped and aren't able to pay, especially if they have to jack up prices to be able to pay teachers. And the state has to step in at some point because this is a workforce issue.”

“As I said yesterday, the last time we had a double green dot, it was July of 2022. We were at the bottom for Bitcoin, just about there. We were $19,000 Bitcoin when we had a double green dot print. And this is a much cleaner weekly momentum ebb and flow. This is a much, much cleaner momentum ebb and flow.”