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“Well, I think open source models are going to dominate AI inferencing. You know, you'll see in the next two years, we'll shift to where's almost no open source to where's going to be almost all open source.”

“And the, I don't think the world's greatest companies are going to be companies with a hundred people”

“In the future, all of that institutional learning is actually going to accumulate in that agent that is doing that work.”

“That's something that's happening now. So I think we are at a real inflection point with open source.”

“I think right now the open source drive is coming from the cost point of view.”

“When AI just came, there was a, companies were a lot more afraid of getting their data outside of, you know, their own control and model companies training with, you know, with their data. But that sort of is a fear that it's no longer there. Like, you know, l…”

“We actually get a lot of credit for being the first enterprise AI company in the world. The first ones to actually bring RAG into the enterprise. The first ones to build conceptual semantic search.”

“From a point of view of open source and using the model, everybody's going to be fine. The question is going to be, are they okay with the Chinese model or not? That's the only question here. It's not open source versus closed source.”

“Well, we've been telling customers, I believe that majority, majority of enterprise workloads will actually be on open source models in three years for sure.”

“The actual shipping speed of products has not increased, even though coding, you know, increased, coding speed increased significantly.”

“Well, hopefully, you know, 5000. We're gonna grow.”

“But I also know that already you see with open source that you can do the same amount of same work for a 10th of the cost, right?”

“We are absolutely in a land grab, like, you know, no question. Like every single company in the world wants a product like ours today. And either we get in today or it's going to be like 10 times harder to actually get in the future.”

“A lot of analyst roles, like, or like the data analyst roles, which are not business thinkers, you know, they were given a task that, hey, like, I need to see this data, and then they produced, like, they sort of go and build those specific dashboards, configu…”

“Going to grab a lot of revenue that actually today is in services industry, which is 25 times larger than software industry. So this is, there's a lot of spend that is going to move. I mean, the spend that you see happen on AI is actually sort of, you know, th…”

“So I think ultimately, like, software is an end-to-end stack in my opinion, and all of these companies, you know, I don't think they're going away. I don't think, you know, they're going to relegate it to becoming a database.”

“I want to see more proactive, proactive AI products coming, coming into the market next year. That, that's what, that, that is what is going to actually take it from a five percent of the users being power users to a hundred percent.”

“And one thing that's going to fundamentally happen is that each one of us is going to have this amazing team Of, you know, call it assistants, coworkers, coaches that are truly personal to you. And, you know, you're always surrounded by that team. And this tea…”

“We barely see any application where customers are running agents in a fully unattended unsupervised, you know, setting.”

“Now on top of that, you will have agents which will proliferate and they're going to be they're going to be like thousands of these agents inside, inside a large enterprise and they are all functional and they are, you know, vertical in nature.”

“We actually were not selling the product. We had no pricing. We had no plans to make revenue. That was an intentional decision we made that we were actually not even charged for our product for the first two years.”

“And the early movers will make the move first and then it will become a more normal thing.”

“I think good technologies figure out how to make technology really, really cheap, and it's gonna happen here too. That's my belief. Like, you know, you're going to see it. You're going to see inferencing costs come down by orders of magnitude.”

“There's a power law, like, you know, in our company, and also at all of our customers, you will see some people who spend 10,000 dollars or 15,000 dollars in tokens every month, and then you have others who are spending 20 dollars.”

“But if you now start to talk about, okay, AI talent, ML talent top people are sought after, you know, way more than ever before. And also the pay scales have completely changed and not just from the model companies, but even from startups, because, you know, s…”

“Well, the comp, comp composite roles will be will be very common. So like, as for example, you know, somebody who can build a product I don't know what to call them, but they can, they act like engineers, product managers, designers similarly in go to market Y…”

“The only Country in the world, you know, that has produced models outside of US is China. And then of course, maybe a little bit in, like, you know, France with Mistral.”

“There's a lot of motivated parties that actually want to promote, like, including NVIDIA, for example, You know, they're putting a lot of investment in promoting, like, you know, development of great open source models in the US.”

“It's fundamental, it's different, and the, and that's why, like, you know, I don't think, you know, we, this technology is going to fizzle out. And it's not like, you know, you don't have to be, like, a financial expert or, you know, like, sort of a deep think…”

“I know we do think that the intelligence layer is actually going to be a pretty thick one. Maybe, you know, it's, it will capture half of the enterprise value.”

“That's like the largest application or use case for AI in the world today. Is in fact information seeking and question answering.”

“I think the majority of the AI spend right now is on coding.”

“One of our largest customers. They have more than one billion documents inside their company. Now hear this, you know, when Alain and I, you know, when we were working on search, At Google, you know, in 2004, the entire internet was actually one billion docume…”

“Most of the knowledge, I should say, like, 90% of the knowledge inside the company is private in some shape or form inside, within your company.”

“Everybody has been trained over the last 20 years to actually type in, you know, one or two keywords, like Google has sort of taught us, you know, on what search can do. So with search, we never had a problem. Like, you know, we launched our product, we had, l…”

“In Rupert, we're an established market, like the budget, several dollars, and you had to actually replace an old technology with a new technology. Here we were in a market where we had no budgets. There was no concept of buying a search product in the enterpri…”

“Even at Google, like, it was a big joke, you know, always we had internally, like, you know, All of us were spending all of our time making it easy for people to find things, but not us internally at Google. It's super hard to find anything inside the company.”

“Today, the, for most customer use cases the companies are using the closed, closed models at the moment”

“And the future that I see with AI is that every person who works is going to have this amazing team of assistants, coworkers, and coaches around them that is going to actually make them a lot more effective.”

“We actually tripled the size of the engineering team, but like, you know, still write, you know, the same amount of code.”

“I know all these engineers, they're spending one third of their time just trying to find things.”

“All of this research happened in Google. And LLMs were actually, or these language models were actually built, you know, with one purpose, which is to make search better, to make Google search better.”

“Today the way to think about Glean is that first, it's a super set of JetGPD, Cloud, Gemini, All of those combined into one product experience.”

“One of our largest customers. They have more than one billion documents inside their company.”

“In 2004, the entire internet was actually one billion documents.”

“So we've been actually growing at about three to four X, like, every year in terms of multiplying our revenues.”

“So, so getting, getting to like I think the first year of selling, like we did three million dollars, if I remember right now.”