Rubrik

“There've only been two SaaS IPOs since the crash of December of 20, 21. There's only been two. In fact, there's only been one point 1.5 because rubric is in process of going IPO.”

“This is a data management and security software platform that went public in April with a market cap of 5.6 billion dollars. They were around eight hundred million of ARR and are now trading at seven times ARR multiple. And you'll notice that difference in cas…”

“So the way it works is when you're starting a new product, typically if it's a new buyer, It's hard for a large core sales team to go and do that because they're selling, they're used to selling in a certain way. And then how does it fit into the new product? …”

“Most of the time is not spending, it's not spent in foundation models, nobody's training models. The work is in, okay, how do I get access to the data that I need to solve this particular use case?”

“Definitely in, on, on coding, we are seeing some potential, huge potential gains that we see. So we are really pushing everybody to start using AI for their coding.”

“A lot of the new products that we sell today in our portfolio all started with the hackathon project. We've been running hackathons since we just finished our 10th hackathon last year. So we've been doing it from our, from year two of the company.”

“Almost like we've heard, like, 80% of AI POCs don't make it to production.”

“I know there's this advice that say no to a 95%. I don't believe in that. I think you have to say yes to yes to everything, right? Because if you lose, if you miss a large fortune, 500 customer, it may be a hundred K deal down the road. That's a 20, 30 X lifet…”

“All the IPOs that we've had in B to B recently, Klaviyo, one stream rubric that was here on, they're all five hundred million growing 50%.”

“People are going to make mistakes more than agents if we build our agents with the right guardrails around it. And so our belief is that actually we'll make fewer mistakes in an agentic world We'll tell people what the right solution is. We'll keep, take more …”

“It's been actually a much more challenging problem to build agents within our product than I think I thought it was going to be a year ago to really deliver those outcomes.”

“And our vision here is that eventually you can operate all of rubric through this interface, that you do not need the UI and dashboards at all, that it will be a fully agentic experience.”

“So instead, what we're using is we're using like all the LLMs to help come up with the plans, but the plans themselves Of how you're going to do a recovery in a cyber scenario are deterministic and then are explainable to the customer.”

“At the end of the day, we're still responsible. Even when a customer makes a mistake and something isn't working, they blame us and rightfully so. They should. It's our responsibility to make it obvious what the right choices are.”