Copilot

“What we're seeing now is that, like, copilots, especially cogen stuff that actually has already made its way into the enterprise. Like, most enterprises we talk to, like, when you say, when you ask them how advanced are you on their AI strategy, they'll tell y…”

“We didn't build a chatbot. We didn't build a co-pilot. We didn't build any of these surface level obvious capabilities. We're gonna build them. They'll be in there at some point. Who cares? It's not gonna sell a single extra subscription of software.”

“It's much more scoped, and evaluation is much easier, right? Like, how do you do evaluation on copilot or enterprise GPT, et cetera? That is very difficult. It is much easier to do evaluation if you can do evaluation at each step and make sure that recursively…”

“Encoding, it seems like it's consolidated into two or three players. You know, maybe that's Cursor, Codium, Cognition, and then Microsoft, Microsoft's like Copilot, right? But there aren't probably like two dozen companies that are all still competing there.”

“Most of the Large pharma at this point that I've worked with, like, you know, they've got co-pilot and things like that, and they're doing a lot of pilots of different technologies, but I haven't seen their orgs transformed yet.”