AI revenue

“The wrong takeaway is, oh, Google knows something we don't know, and therefore is making this investment, and therefore hundreds of billions of dollars of AI revenue are guaranteed in the next two years. That's the extrapolation I think people were making that…”

“I think the revenue will be there for, because again, we're not just tackling software, linear software, as I call it. We're tackling Like labor, and labor shortages, and things that humans can do, but it's the worst part of their job, or we don't have enough …”

“It's not even they're stagnating. It's they're doubling. And that's not exciting enough now for VCs who are used to AI revenues”

“How long can you continue investing six hundred billion a year against a thirty billion dollar growing revenue line?”

“And I was literally with a portfolio company. It's got. Forty-five million of AI revenue growing about a hundred percent. Okay. Now listen, that's not a lawful or, but it's pretty good. Okay. And then it's got fifty million of pre AI revenue growing zero.”