AI software

“And I think we're getting to that point where people are realizing, wait a second, if I can review and audit all the actions before they go out and it's faster and I can get results, like maybe I can trust them more than the humans.”

“Largely what it means is that people are going to be like 10 times more productive where I can't hire anybody to do this job, but I can hire AI to do it.”

“You know, that is a really interesting opportunity for the moment, you know, in large part because it's unlocking markets that were never particularly interesting to software into because IT budgets were small and now, you know, the TAM is largely labor.”

“Category two is arguably the biggest, which is basically, it's not competing with the software market at all. Software is starting to eat labor. You're basically selling software that does the job of what people would do before. This is arguably a much, much b…”