generative AI

“Hype. Anything that gets this much attention this quickly at the tail end of a bubble. Is because people are grasping for something. Of course there are applications that will turn out to be wildly interesting and profound, but we're so early on that journey. …”

“So generative AI is going to make it possible to use much higher level commands than today's languages.”

“Understanding the code is still important. Think if you use generative AI to write an essay, You still need to read that essay. You don't just say, please write me a blog post and then, okay, it's done. Ship it. You want to read it and confirm it's the thing t…”

“I think this will be a bigger economic impact than COVID.”

“We think it's still very early innings in the game, so I think a lot of people sometimes think that it's you know, the game has been played, but it's just getting started.”

“I think with Gen AI, we're gonna see more and more use cases get you know, get powered by AI, right? And it's gonna attack all these different functions, industries, et cetera piece by piece, and so the total amount of disruption in that is, I think, just a lo…”

“I do think that there is the opportunity to change pretty much every single interaction between humans and computers into something that is friendlier and simpler. So yes, there's fog, and there's noise around it, but it will clear up, and at the end of the da…”

“I would say that for certain use cases, that's entirely true. Like if I have a UI to configure a cluster, like I don't need to know all the options. I just can specify what I want. There are many use cases where You may want a richer way to interact with data …”

“So I think it's just like a question of time and a few months, the cost of generation for text and image will go down a lot.”

“I do think the hype is warranted, but I'll caveat by saying I wouldn't just invest in every single generative AI based company that comes across my radar. I think there's a lot of entrepreneurs right now who have a great idea maybe for how to apply Something l…”

“I think adoption in the enterprise, all on that will be slow.”

“So there's some delay compared to the U S market for sure. But it's not, I wouldn't say it's very significant It's one year maximum in terms of delay.”

“So to be not thinking about generative AI as a way to As a way of increasing productivity in a world processing, but rather as a way to change completely the way you operate your core business, which usually involve taking models and customizing them pretty he…”

“Bringing freedom to developers and AI application makers is I think the best way in, in distributing generative AI as widely as possible, which is our objective as a company, making AI ubiquitous bringing frontier AI into everyone's head.”

“If you want to do generative AI in 20, 23, 24, you're paying 44% premium to do a generative AI deal.”

“So if you're betting on generative AI for the first time in 23, 24, 25, good luck making returns.”

“At the B round, it's like 200% premium to an enterprise software company.”

“We don't write right now upfront is not doing a lot of generative AI.”

“I actually think technical debt is almost less of an issue over time, particularly with generative AI, which is actually incredibly forgiving of how you integrate it. You don't have to have like perfect systems like you perhaps used to, or certainly not as mon…”

“I think this is one of the big concerns I have about generative AI, which is I hope not, but the same thing might happen again, which is that we have these really big promises that are starting to, that get made about the technology that get divorced from tech…”

“And because maybe two, maybe in two years, two or three years after the beginning of this hype, I still don't see many examples of real business success based on Generative AI. It means that maybe something in programming Maybe something in support, but it's l…”

“AI, Gen AI was not so successful in enterprise so far.”

“Is AI the next internet? And I'm like, absolutely not, because the internet is an information age technology. It's about duplicating data with high fidelity and distributing it. It's what telephone does. It's what internet does. It's what the printing press di…”

“In the sense that, you know, we talked to people who said, and I had an investment in this space pre-Gen AI, right, where the resolution rate was roughly 30, 35%. In other words, one in three calls got solved. We did a bunch of references around this space and…”

“If you look at the top two or three use cases of AI, the number one is just personal chat, the number two is coding, and the number three is customer service.”

“You know, that copyright is dead essentially. It is dead. It's a notion from 1710, and it's dead overnight. There is no copyright. It's done. It's dead.”