software

“Shows the problem of thinking that software is any kind of defensible advantage. I don't think it is. But if there was something about The data, ah, and the network around that software that made it so that it wouldn't be easy to leave the first company and go…”

“So in an MRI particularly over the next decade, most innovation will come from software.”

“Revenue, we've sold more than a billion dollars worth of software so far in the last few years.”

“So we start to see drone swarms of 20. Well, getting to 200 is not going to be that hard because it's now a software. Getting from 200 to 2000 is not going to be that hard. Getting from 2000 to 20,000 and so on.”

“If GPU prices were to crash, like the relative value of that software actually goes up. So like, I'm not necessarily sure that like a crash in GPU would be bad for us. I think it actually could be great for us because, you know, if GPU prices go down, there's …”

“It used to be the case that you pick verticals. I think now you pick principles. And the principles allow you to scale much better than any other previous generation of software.”

“What's not going to be dead is the problems that like these AI people don't want to work on because it's so boring to build that software.”

“There will be way more software, and that will pick up many more of those use cases, either that weren't automated before, either because they were too small, or because you could actually couldn't automate that thing with software before, and now with AI you …”