Aaron Levie

But it's just a really weird time overall that's hard to think through.

But it's just a really weird time overall that's hard to think through.

I mean, maybe you would because of that exact point.

I mean, maybe you would because of that exact point.

So I think that will be in the kind of one-off category.

So I think that will be in the kind of one-off category.

So Newbird AI or whatever it's called.

So Newbird AI or whatever it's called.

But I think, no, this is a generic statement.

But I think, no, this is a generic statement.

There will still be a lot of money to be made in the companies that can take the innovation that we're seeing in Silicon Valley and in the labs and apply it to the real world work that happens inside of enterprises.

There will still be a lot of money to be made in the companies that can take the innovation that we're seeing in Silicon Valley and in the labs and apply it to the real world work that happens inside of enterprises.

And whether that looks like vertical AI, whether that looks like the new kinds of tooling that companies will need,

And whether that looks like vertical AI, whether that looks like the new kinds of tooling that companies will need,

There's a company and a new category emerging on agent observability and evaluations.

There's a company and a new category emerging on agent observability and evaluations.

I'll give a shout out to Braintrust as an example, not an investor, where I can just kind of sit back and be like, shit, like we thought that agent builders were going to need evals.

I'll give a shout out to Braintrust as an example, not an investor, where I can just kind of sit back and be like, shit, like we thought that agent builders were going to need evals.

So that's like a Silicon Valley TAM.

So that's like a Silicon Valley TAM.