LLMs

“So most enterprises that you will see that they will just do it that way. In many cases that you'll also see that especially for the enterprises again, that they will go and train the LLMs with the data set for their domains, with their data. Instead of just g…”

“The reason I'm not worried is I do see us partnering up with these companies because I do feel like these are more in the AI world, the infrastructure companies, and we will be utilizing This infrastructure to build, you know, applications or wrappers on top.”

“So, in the observability area of the site observability. Similarly, for security observability, I think there is a massive area SIEM. I would say these are backward facing categories which are massive TAM which will be impacted by LLMs and by using Gen AI.”

“I think data lakes will see more and more semi and unstructured data because you can squeeze more enterprise value out of them, which has not been true. So infrastructure around semi and unstructured data lakes One of our companies, Aaron is working in that do…”

“Like we, and as a team, also tons of code, I'd say what, 70, 80% of our code is definitely written by LLMs at the minimum, right?”

“We are trying to build like a predictive view of voice and like conversations that we can have so that you can guess what the answer should be rather than How LLMs typically operate.”

“Very similarly, right now in AI, we are doing LLMs, which is a different form of intelligence than human intelligence. So they have something and they are playing the sort of let's make LLMs bigger and bigger and smarter. And that is a market as well. But To b…”

“These AI systems need to log the entire trace of how the AI reasoned on the initial input. What were the tool calls it made? How did it interact with the LLMs? How did it sort of ultimately generate the response? And did that response actually meet the user in…”

“So as an example, we've built our own inference engine. It's pretty important because we think that these interactive real-time models are going to need to run in a pretty different way. So having the ability to have your own engine that is not designed for LL…”

“I feel like I was a little too late in the two point of transformation. Maybe we should have done a year earlier. So I could have done this sooner. I think I, Underestimated the power of LLMs and the power of where, where the very eyes going in general.”

“Every single brand, every single company, every single SMA is spending a combined trillions of dollars on advertising every year, right? A lot of that is going to move to LLMs is our thesis.”

“So today already there are various reports, including Gartner, that says that 50% of consumers have moved to LLMs to make buying decisions. 90% of enterprises have moved to LLMs, especially in high research categories like education, travel, healthcare, softwa…”

“I don't think that will succeed. It's a bad approach from a technical standpoint, because I think these labs and LLMs will figure it out pretty soon.”