Firms

“something you said though I thought was very disconcerting about that companies are misleading consumers about about the specs and you know I know I remember my aunt said to me who has knee issues, oh I ordered red light therapy...”

“in an effort to differentiate their device from other devices. Companies are making various kinds of claims and and trying to modify their device in certain ways to claim the superiority of their device versus another.”

“the companies want some sort of guarantees for their vessels, that they'll be able to get them out of the straight safely and protect the crews.”

“you want to sort of make sure that if regulation comes, you've talked to at least as many vendors as possible.”

“this was also coming from the cloud uh times when switching between cloud provider was a challenge. It still is.”

“So the point is you can't be either sovereign or not it's about every company waking up and realizing well actually I need to understand where I need to be sovereign”

“you don't want to rely too heavily on the vendors. You want to sort of make sure that if regulation comes, you've talked to at least as many vendors as possible.”

“I think you need to articulate that and have that very clearly laid out in your enterprise. How will you use sovereignty to create value for the organization, for your customers, unlock new markets, enable collaboration, build trust...”

“New developments from Anthropic are shaking the global tech market and challenging older companies.”

“these are companies that are not really growing that quickly. In some cases here there is declining growth”

“But there are still some great undervalued companies for you to buy and make a ton of money when the market sees their true value.”

“I don't think it's that. I think it's the humanity, right? There is no human touch with these companies.”

“But there were companies that were emerging as the leaders and we would just I just identify the leaders and call these folks up.”

“But it needs to be protected. So, you know, one of the acquisitions that we did um last year was a a company called Pangia... implementing secure a secure AI, if you will, and protecting AI agents.”

“I keep seeing more and more data points like this where companies are increasing their expectations, increasing their spending when it relates to artificial intelligence.”

“I think four times a year is pretty fair. It's not like we're asking that much. A lot of companies do even tell us monthly results for certain metrics inside the business.”

“Why as an enterprise if I have the domain expertise and I'm looking for an interoperable solution where the agent is integrating with all my other applications why am I going to pay somebody else's third margin on that? I think that that workflow orchestration like that domain knowledge is actually best that lives primarily within the enterprise.”

“I think that that workflow orchestration like that domain knowledge is actually best that lives primarily within the enterprise right they also it's also their data and so if you can bottle that up or give them a platform right where they can actually create their own agents. And because of that like the domain expertise and the knowledge lives right within the enterprise. So they're actually best suited I think to build and deploy and manage agents um on their own.”

“And so if the AI bubble bursts and we don't see as much capital flowing into the AI sector any longer, it will probably force firms to actually invest more in data, compute, energy saving AI.”

“Companies are still going to generate free cash flow and there's not a lot that they can do with it if they don't have that clear demand signal because their investors don't want to see them build plants willy-nilly. If there are other incentives like demand contracts or expected contracts, they'll spend it otherwise they have to buy back stock.”