Glean

“We do this thing, portfolio review, and it's, like, every, I think every quarter. We go through all of our, or most of our investments and like glean does this thing where it will like summarize a lot of our board decks into like, okay, here's like the key met…”

“We invested in Glean or I should say, I mean, it was more of a, we kind of incubated Glean. So we had a big role of like getting Glean off the ground.”

“Nvidia earned, Nvidia alone at the chip player earned roughly forty billion dollars in data center revenue in Q one last quarter. So analyze that's about a 160. Let's say the total industry is 170, 180, maybe let's say 200. The infra layer is 20, thirty billio…”

“At one point we had a serious acquisition offer that we were considering. It was a big acquisition offer. We would have all made out very well.”

“Well, I think open source models are going to dominate AI inferencing. You know, you'll see in the next two years, we'll shift to where's almost no open source to where's going to be almost all open source.”