enterprise

“Nowadays, it's just, I think there aren't that many AI companies that have like real, real traction on the revenue side especially in the enterprise.”

“And those two things I think are one of the big reasons why it's probably the use case with the most traction at the enterprise. And coding is another one.”

“I rarely have seen any company succeed trying to do, go after Multiple end markets at the same time. You know, it's usually you have an A team. An A team is focused on one thing. Your culture as a company is oriented towards either consumer or enterprise.”

“Anthropa took a different approach and just said, we are going to focus on enterprise. They tried consumer early on, but it became clear they didn't have traction, so then they just went all in the enterprise.”

“And I think they view it probably as more of an opportunity than they did the cloud in terms of the potential impact on their business. I think they probably view it more as a threat than they did the cloud.”