Demand

“Demand is doubling by twenty-thirty-five.”

“With AI, we're still more supply constrained than we are demand constrained. And I think I, you know, I expect that to continue over the next couple of years as the technology continues to evolve and as people start to integrate AI into more and more workflows…”

“All of the dollars that are going into the ground are being used. We're not building ahead of demand. In fact, we're clearly still behind demand”

“And so what's happened is every time we've seen the cost of tokens for a particular level of quality of models come down, we've actually seen the demand grow significantly.”

“Which side to focus on is, like, there's different approaches to this, but generally people will pick the hardest side, and so if, you know for, I'll take the example of Thumbtack, because we're going to talk about it, so Thumbtack is a home services marketpla…”

“It's because cold outbound doesn't generate demand. Cold outbound generates awareness manually among, you know, otherwise highly targeted folks.”

“Well, I think the lessons of those price controls were that they were completely counterproductive. They did not send any message about demand, and they hindered the development of supply”

“I mean, the, we are switching from a world where it used to be a world where market power and economic power and social power was gained by controlling supply. To a new world where, where power is gained by controlling demand.”