“I remember in the TOT office in the Bay Area, they have fuel pumps. That they connected to and tested.”
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More from Arun Penmetsa
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Penmetsa: Foundation model labs will not build specialized vertical products
“But do I think they'll build a product for legal that can really work inside, you know, complicated law firms for healthcare, for construction, for automotive? I don't think so.”
Penmetsa: AI products see faster customer adoption but face much higher churn
“The pace at which you can get a buyer and potentially even churn is much higher, right? Because the AI products, one of the benefits of that is it is easier to build, but also I think it is easier to put it in and replace it, right?”
Penmetsa: Owning the stack between AI models and UI creates defensibility
“Companies really need to think about how are you building that full stack between the model layer and the UI. Like, you need to own that entire thing, because if you own the entire thing, at least in some verticals, It is a lot of work to rip you out. And seco…”
Penmetsa: AI value accrual will shift from models to applications
“I do think over time, today a lot of the value has been accrued in the infrastructure and model layers. I do think over time we'll start seeing value getting accrued in the application layer.”
Penmetsa: Deferrable enterprise problems will not rank in buyer's top priorities
“And when we think about urgency, we think of it more as, is the problem something that needs to be solved today? Or can I wait six to 12 months? Because if you can wait, Yes, if it's a great solution, I'll still buy it, but it's not truly urgent. It's probably…”
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