Aaron Levie

AWS or Azure or GCP?

AWS or Azure or GCP?

How is this all going to play out?

How is this all going to play out?

And it just turns out the market was so large.

And it just turns out the market was so large.

Obviously, it was due to their execution that they kept it going and kept it large and the competition kept up.

Obviously, it was due to their execution that they kept it going and kept it large and the competition kept up.

But it just didn't really matter.

But it just didn't really matter.

Like everybody kind of won.

Like everybody kind of won.

And so I sort of think of AI in a similar fashion, which is,

And so I sort of think of AI in a similar fashion, which is,

I can't predict if it's going to be open AI 60% and Anthropic 40% or it gets flipped or I'm off by another 10% here or there.

I can't predict if it's going to be open AI 60% and Anthropic 40% or it gets flipped or I'm off by another 10% here or there.

But no matter what, these markets are just fantastically large.

But no matter what, these markets are just fantastically large.

Companies are going to adopt multiple of these systems.

Companies are going to adopt multiple of these systems.