Ara Kharazian

By the way, that's not even the position of most economists.

So that's where I would like to see research efforts.

Yeah, but everyone tells them to stop doing that, and then it sounds weird and scary.

I feel like that's what everyone's saying.

But 99.99% of people think it's weird and scary, but what if the 0.01% of people are the people who are funding it and making these decisions?

Maybe they're the audience.

Are you guys suggesting that there might be some element of groupthink in the tech sector?

Yep.

No, I agree.

We'll see if it works out for them.

Well, a lot of the growth that's happening amongst vendors is not, and a lot of the really compelling growth is not necessarily with the model companies themselves.

And so that's where I caution people who are extremely concerned about a SaaS apocalypse.

Not to say there won't be transformations in the market, but to say that there are underrated parts of the SaaS market that are growing in large part because of AI.

AEO as a category, so answer engine optimization, I guess, it's

If SEO is how you show up in Google results, AEO is the software that firms use to track their performance in AI models and whether or not they're being recommended.

Huge growth.

I mean, that sector did not exist.

The companies that are making that software are not the same companies that were selling the SEO software.

I mean, SEO ones are getting into it, but the very fast growing ones in AEO are new.

Profound is a new one growing extremely quickly.