Caroline Hyde

I know there's a lot of hype out there, especially with the infrastructure buildup and what's happened with large language models.

But a lot of software companies, particularly Autodesk, have been investing in AI incrementally for a decade.

We're already delivering value today around the ability to simulate certain things like flooding, lighting studies, the ability to simulate air and wind and noise studies using AI, the ability to build preliminary models with AI that take into account structural constraints,

or the need to remove structural constraints and helping people make better decisions in the construction cycle.

AI is delivering value in our space today.

Regardless of what happens out there in the world, we're going to continue to invest over the next two, three, four, five years.

You'll see us continue to roll out incremental real value.

It's happening now.

This is only going to allow us to accelerate deeper value into additional areas and into deeper parts of the design and make lifecycle.

That's where I want to end it.

A lot of people ask, what's the net result of all of this?

We focus a lot on digital twins, virtual worlds.

We've discussed that.

Is the result that big facilities, manufacturing sites, plants get built quicker?

The people inside them get trained more quickly.

Humanoid robots are deployed in the real world more quickly.

Here's the big story in our space, Eddie.

There is a massive capacity problem.

There is not enough money, people, and materials to build and rebuild everything in the world right now.

Right now, people are building lots of data centers.