The Ledger
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Mathew: AI models are the new distribution channel, favoring best developer UX
“In this era it's AI optimization. And so these products are now the distribution mechanism for all the downstream products and services that you can use. And they tend to prioritize the tools that have the best developer and user experience.”
Mathew: AI model releases create tailwinds for cybersecurity platforms like CrowdStrike
“When Mythos first came out, I think the stock market thought that Mythos was going to kill a bunch of our security companies. Just look at CrowdStrike's stock price over the last six weeks. It actually is such a tailwind behind a lot of these companies, especi…”