Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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So- It's margin compression.

Yeah, I think so.

I mean, but okay.

It's new spend.

For them, like a lot of companies realized there was going to be some agentic

So when you go budget for the next year in 2026, you put some money there, but the companies have just blown through

That bucket because the capabilities have gotten better.

And that's why we had Uber talk about it.

But you're right.

It's going to have to come from somewhere.

And so that's why if you – Uber said they had a compute budget and they blew through it for the whole year in March.

I like March.

Exactly.

Right.

Now, I think that like – so when you see these curves, I think one of the things that's important to consider is –

There's capabilities.

You know, when you go from zero, oftentimes, I mean, this is obviously the revenue looks crazy.

It is crazy.

But you're going to see capabilities that will far exceed businesses' ability to implement them.

So the market will panic about a SaaSpocalypse.

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