AI applications

“The bar for what product market fit and what an effective wedge looks like has gone up in AI because you've just seen explosive growth for companies when they do have them.”

“That even if you froze the model capabilities, there's trillions and trillions of dollars of applications just waiting to be discovered here.”

“These apps that need to be trained with forward deployed engineers and work. I don't think very many of them are less than 30 or 50,000 dollars a year. And a lot of them actually try to kind of have a price point that's approaching a hundred K like 60 K a year…”