Everything Alyssa Henry said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Henry: Cloud Providers Hold Inherent Advantage Monetizing Open Source Software
“One of the things with the cloud providers too, is because you have sort of default customer demand, you launch one of these services using the open source. In many cases, you'll, you'll have existing customers that want to use it. And so then you're immediate…”
Henry: Generative AI completes unserved work rather than just replacing jobs
“And it's not just as people like to talk about, oh, well, I was going to take away jobs. It's like, Yeah, well, maybe, but like, but a lot of it is actually work that's not getting done that could be, that someone could get done, right? You know, it's like sen…”
Henry: Generative AI Unlocks Massive Small-Business Whitespace
“What's exciting about all this technology, you know, that's one example, but there's so many of these kind of different things where just the ease of use and the accessibility opens up what previously was effectively just massive white space, right? It was cus…”
Henry: Commerce Software Is Entering a Bundling and Consolidation Phase
“Right now, a lot of the stuff is unbundled, and I think we're going to go into a bundling phase because it addresses a number of things. It addresses integration and it also, you can typically offer a bundle you know, for less than the sum of the individual pa…”
Henry: AI workloads expand cloud compute rather than replace existing workloads
“It's not replacing existing workloads. It's adding new workloads.”
Henry: Nvidia will lose AI chip monopoly as a number two emerges
“I obviously NVIDIA is selling the most GPUs. That's fun. Yeah. That's driving, you know, a lot of AI, but I think there's still room. I don't think it's going to be a monopoly on the area. And you know, I do think there will be a clear number two. And right no…”
Henry: Square Used GPT-2 in Square Messages Product
“Even kind of prior to this kind of latest big shift in the AI landscape, you know, we were using GPT two as part of us, the square messages product being you know, a virtual assistant to help customers, you know, answer responses to customer inquiries and vari…”
Henry: Square's Photo Studio initially operated as a physical Brooklyn studio
“Squared launched a product a couple years ago called Photo Studio because we heard from businesses that they wanted to sail the line, but they didn't have product photos, right? And so the first iteration of it is we actually had a photo, like a physical photo…”
Henry: Square acquired Khosla-backed ML startup around 2018 for AI tools
“Vinod Khosla was on our board for years and he had a portfolio company that was being courted by another company to acquire them. And Vinod called me up and said, Alyssa, you should go talk to these guys. And see if maybe, like, Square might be, ah, an interes…”
Henry: Enterprises hit cloud spend commits buying third-party partner products
“If you look at the marketplaces on the cloud providers, so like they have partnerships with all these people where, you know, to get down your Azure AWS bill, you say, I'm going to spend this many millions of dollars on your cloud. Some of it's going to be, I'…”
No Priors 2