The Ledger, every show

“We have seen a few green shoots, if you will, in this space, particularly, for example, what we saw with Klaviyo and the impact that they have had by bringing AI from a project siloed or customer interface type level usage to their core business, where they au…”

“I think their entire, you know, there's a field of futurists who should do that, but I do think we're 2030 years away from that, and when we get there, I hope we will put the right parameters in place to make the right decisions.”

“In fact, we tell our AI native companies not to lead with AI when they're speaking to prospective customers, because it's such a top of mind topic that it's a superficial indication of interest.”

“I do think that there are big data incumbencies, and I do think that they require, if you will, they're a challenge to overcome I do think that the barriers to overcome them are not so high. As previously mentioned, the incumbents oftentimes get in their own w…”

“Then we see the social mobile wave, and that disruption, or that wave, in our view, the revolution is complete. There will be, there is evolutionary or incremental you know, improvements in nature, and we'll see new products, but from a transformational point …”

“We think that AI, the AI wave has already, in fact, begun. We're probably three, four years into it, and we expect that, as in prior waves, the adoption cycle for AI-powered products and platforms will be shorter. From the web to the social mobile, we saw adop…”

“Again, I am a believer that it's startups or new entrants that create new categories rather than the legacy auto, you know, manufacturers that win.”

“I have a portfolio company in the interest of full disclosure called Jibo in the social robotics space that I seated a while ago, and I think that in, that the whole area and category of consumer robotics it's about to take off, and I clearly believe that Jibo…”

“And oftentimes there is a almost naive assumption that the data will be easy to leverage. Oh, it's an asset and we'll use it and leverage it. And it turns out that oftentimes is the biggest problem.”

“Well, behemoths and dinosaurs die slowly, so the ability for a large company to disrupt oneself is quite difficult. If they succeed in doing it, it's usually the exception, and I'm often hard-pressed to find such exceptions.”

“What has transformed or what has changed the market timing for adoption is this emergence of what we at Glasswing call pervasive connectivity and the inputs and outputs to it. So by pervasive connectivity, we're really referring to the notion that consumers an…”

“I think reality will be that data will remain proprietary to a certain extent. You know, you have entire ecosystems around Google and Uber and Facebook where they're effectively AI companies leveraging the large data sets, but you'll also see this push from co…”

“There is no artificial intelligence that replaces human execution.”

“The applications for that is effectively disrupting every facet of the enterprise from IT to, you know, the departments from sales technologies, marketing tech, cybersecurity every single facet all of a sudden is ripe for disruption because of AI powered techn…”

“In my view, it's to a lesser extent about innovating around the business model, although it doesn't preclude you from doing so. So I could very much see a sales tech, a next generation sales tech company that is AI powered, but it's still a SaaS monetization m…”

“I think in the next five to 10 years, we'll probably see quite a bit more penetration of Self-driving cars, and again, I hope for, since becoming a parent, apparently the whole world revolves around my child, who knew, but I think, I suspect that by the time s…”

“I suspect that it will be winners take most, not a winner take all.”

“No, I think that's only a facet. I think the fundamental difference is about having a software that it's effectively to have systems that continuously self-improve. That, that is transformational.”