Software Applications

“Literally all apps are gonna be headless.”

“Over time, I think applications will become applications for one instead of generic applications.”

“You deploy a solution, medical device, or even again, a software application for healthcare, and you can't just come in and deploy something in 90 days, support it for 90 days, and then set it and forget it. Healthcare's dynamic. You've got to find a way to be…”

“The generative AI opportunity, whether it's chips and hardware, whether it's infrastructure, whether it's energy, we think the long tail of opportunity is going to be in the application side, which is what it's historically been.”

“I have the suspicion that the nature of applications is going to change radically in the next five to 10 years. And so I think, you know, this idea that just in the same way that the internet made the distribution of information essentially free, AI, generativ…”

“I think in every single application that we use, there's going to be an AI interface and like a, it is probably gonna be voice based where you can just say to it, Hey, I'm trying to accomplish this. Like, how do I do it? Can you just make it happen?”

“You can imagine that every point of interface with software application, there's gonna be a point to have a large language Model in that point of interface, and I think all of those will be interesting and useful”

“The average software application today is at least 75% of open source libraries and components.”

“IDC has a stat that over the next three years, over five hundred million applications get built. More than 40, more than the previous 40 years combined.”

“Building a software application is somewhat like building a physical building except that the software engineer also has to be a bit of an architect, as well as a construction worker.”