Aidan Donnelly
π€ SpeakerAppearances Over Time
Podcast Appearances
And if you're using AI-assisted search, are you making money out of search?
Are you making money out of the AI that's running in behind the search?
So it's a fine point to do it.
But ultimately, a lot of these businesses, it's not about that there's going to be one single product that is in
clearly labeled AI.
It's going to be much more about how does AI incorporate into your existing suite of products to make them more useful to the end customers that you're serving.
I think it's interesting.
I was just in the States recently meeting a lot of industrial companies.
And, you know, when you meet these managements, anybody who's involved in data centers or defense are going around and like everything is great in the world and everybody else in terms of the industrial stuff is finding it a little bit difficult.
And I think there is a kind of an idea out there whereby, you know, companies are setting aside money because they think they need to invest in AI and they do.
But it is to maybe to the exclusion of other investments nearer term that need to be made for the business.
So it's a big question, I think, for businesses that are saying, look, we want to invest in AI, but there isn't.
the suite of products right now to invest in it.
But people kind of ring fence this money and say, no, no, I need to be able to say that I'm investing in AI today, whereas there's nothing available, but it doesn't matter.
And at the same time, they're maybe not investing in some areas of business that they do need to invest in.
Oh, there's no doubt about it.
And ultimately, when you talk to many of the companies that are there and that are in that space, you know, they've all put price increases up.
They've kind of used a multi-pronged approach.
They've gone to their suppliers and said, look, you need to help me a little bit.
I need to try to help myself in terms of improving efficiencies and things like that.