David Gurra
speaker
2,056 appearances
266 recordings
8 series
first heard May 2025
last heard 5 Jun
David Gurra’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.
Appearances
And if you're an Intuit customer, you already use all of Intuit's platforms and data.
You just have an agent inside of it.
If you're a small business or a consumer, it's the same with DocuSign.
We're seeing all these names move.
How is it making these companies better, Brody?
You cover this beat inside and out.
Well, it's forcing them to really try to drive adoption and use among customers.
Like, we all know that a lot of the AI hype was a bit premature in terms of how mature these tools were actually and how ready they were to be used in the enterprise.
And it's really holding toes to the fire that, hey, it's time to make sure your customers are actually using your AI tools or else the market's going to sell your stock and act like you all are going to go poof in a couple of years.
Bloomberg's Brodie Ford, always a perfect way with words.
We thank you.
Let's get more on the wider AI impact on tech and software with ClearBridge Investment Senior Research Analyst for software, for IT services, Hilary Frisch.
Hilary, the perfect person.
I go back to, in many ways, what Brodie was just saying.
We're questioning just how good the tools are.
Have we seen a sudden shift in how brilliant these AI agents are in the last few months?
Because at the moment, it's very hard for a CEO, for Arvind Krishna over at IBM, for whether it's ServiceNow, Bill McDermott, to disprove that they're not going to be impacted.
That's right.
So how do they prove a negative?
On the Bloomberg terminal, there are, let's say, a dozen reports of single name stocks that are moving because of the association with Anthropic, who held an event this morning.
Showing 1301–1320 of 2,056 · page 66 of 103
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