enterprise

“I think there's a reasonable chance that you'll see the corporate use cases leading Like, unlike what we've seen over the last 15 years in technology, which is the consumer has led the enterprise. You know, the stuff you have at home on your iPhone and Gmail i…”

“No enterprise with more than a couple dozen people is gonna keep the bad guys from first getting a foothold in their network. That's impossible.”

“I often say the developer market is like, you're doing customer acquisition like a consumer business. Like a massive funnel. Right, lots of developers coming, kicking the tires, like a consumer business, but unlike any other consumer business, they have the ab…”

“Open source is now both a necessary part of almost any major software company strategy because it's a buying criteria that, you know, enterprises have for major new initiatives.”

“And so now what's happened is we've reached a point where most enterprises have moved all of their applications, except for very, very few, to the browser.”

“Virally spreading products end up going, tilting towards enterprise over time for a really simple reason, which is that With larger companies, your cohorts will look better because there's revenue expansion.”

“Everybody is going to end up becoming more of an analyst in that sense in the enterprise.”

“Every company that has traction is in a category like selling to developers, or selling to consumers, or maybe selling to, like, small kinds of, you know, law firms or these. Kinds of things, but we haven't seen anybody with any traction in the enterprise.”

“They pay consulting firms tens of millions of dollars, hundreds of millions of dollars to do these data migrations. And it's, you know, even after that, no change in results.”

“There's latent potential for almost every enterprise to implement AI at a level that would meaningfully boost their stock price.”

“The nineties was about text on the internet. The 2000 was about images. The 20 tens was about video, and we feel pretty strongly that the 20 twenties is going to be about interactive three D and gaming technology being used in the enterprise.”

“The excitement around it is well warranted, but I think in an enterprise or infrastructure context, I would probably wait for something that is more stable and then doesn't have these questions hanging over it.”

“We see some firms attacking the low hanging fruit internal chatbots to like ask questions about HR because they're afraid to take that leap to develop the difficult problem because it's so unwieldy and there is so much risk associated with it. A lot of the mos…”

“It feels like voice is the AI insertion point for the enterprise period.”

“Two key things that they care about is, how do you guarantee that my data is safe and secure? So that's number one. And second is, how do you give me auditability and predictability? That's the two more, like if you boil down to all their questions, they event…”

“Nobody wants, like, AI making a decision, even if it is correct, if they cannot Explain here are the set of steps that it took, because if something wrong happened, they have to explain, because in human world you can explain.”

“AI is going to take over the enterprise. We know this is going to happen, and it needs to happen to us faster than it happens to our competitors, which is a totally different dynamic than we saw with cloud.”

“And I would say it was probably like an 18 month lag between what you see on Twitter and what's the state of the art and what is actually working in enterprises.”

“And what we're seeing now with this platform shift is enterprises still need all of that customization. They need all of the feature set, but it doesn't exist in the software and doesn't exist anywhere. And so that's the value of this forward deployed motion i…”

“The usage on these tools in the enterprise is less than People would think today”

“A huge difference between SMBs in general and enterprises is that in SMBs there's nobody to use the tools. Like you can build a tool, but there's nobody sitting there that's going to use it.”

“There are AI Boards at every enterprise right now saying like, here's what we need to buy and we need to do it by X period of time. And that surely will go away, but there is this moment of like crazy, you know, kinetic energy inside of big companies.”

“We really think that the kind of rational architecture and the one that is emerging is that for jobs that have unlimited upside, like sales or product, you always want to use frontier tokens. And the reason for that is you just don't know what the value of the…”

“So very classically, if you view your competitive set, say the large labs will basically subsidize or give away the single surf tier. But then they actually have, they command great margins in third party and they command great margins in the enterprise.”