David Pierce

I'm hearing a lot of excitement from companies about open source models. I think right now you look at the open AIs and the anthropics of the world, and even like what Google is doing with Gemini. And again, we're in this phase of everything is humongous and in the cloud, but eventually like. these models will run on your device. They'll be able to run locally on your own instance.

I'm hearing a lot of excitement from companies about open source models. I think right now you look at the open AIs and the anthropics of the world, and even like what Google is doing with Gemini. And again, we're in this phase of everything is humongous and in the cloud, but eventually like. these models will run on your device. They'll be able to run locally on your own instance.

Like what I don't think is going back is I think AWS and Azure and Google Cloud are gonna be fine. I think like on-prem servers are not coming back, but at least you're gonna be able to exert some control inside of that, right? So like the AI systems will be something run by your company inside of your company, more over time than they currently are.

Like what I don't think is going back is I think AWS and Azure and Google Cloud are gonna be fine. I think like on-prem servers are not coming back, but at least you're gonna be able to exert some control inside of that, right? So like the AI systems will be something run by your company inside of your company, more over time than they currently are.

Like what I don't think is going back is I think AWS and Azure and Google Cloud are gonna be fine. I think like on-prem servers are not coming back, but at least you're gonna be able to exert some control inside of that, right? So like the AI systems will be something run by your company inside of your company, more over time than they currently are.

And I think it sort of jives with that whole idea of like, I want to have all the conveniences of all of my stuff being online and accessible everywhere and sort of functionally managed by somebody else. But I also want that control that this data is mine. I know where it's going. I know how it's being used and I know where to find it.

And I think it sort of jives with that whole idea of like, I want to have all the conveniences of all of my stuff being online and accessible everywhere and sort of functionally managed by somebody else. But I also want that control that this data is mine. I know where it's going. I know how it's being used and I know where to find it.

And I think it sort of jives with that whole idea of like, I want to have all the conveniences of all of my stuff being online and accessible everywhere and sort of functionally managed by somebody else. But I also want that control that this data is mine. I know where it's going. I know how it's being used and I know where to find it.

And that balance has been really hard to strike over the years. But I think especially as these AI models from Meta with Lama and others get better and faster and especially like cheaper and simpler and more local, like my company approved laptop is going to be more important than ever.

And that balance has been really hard to strike over the years. But I think especially as these AI models from Meta with Lama and others get better and faster and especially like cheaper and simpler and more local, like my company approved laptop is going to be more important than ever.

And that balance has been really hard to strike over the years. But I think especially as these AI models from Meta with Lama and others get better and faster and especially like cheaper and simpler and more local, like my company approved laptop is going to be more important than ever.

Yeah. And not only are the AI companies betting on it, like how many CEOs do you think you've had on this show this year who have not mentioned AI once? I honestly, I would be shocked if it's more than one who isn't out here talking about AI.

Yeah. And not only are the AI companies betting on it, like how many CEOs do you think you've had on this show this year who have not mentioned AI once? I honestly, I would be shocked if it's more than one who isn't out here talking about AI.

Yeah. And not only are the AI companies betting on it, like how many CEOs do you think you've had on this show this year who have not mentioned AI once? I honestly, I would be shocked if it's more than one who isn't out here talking about AI.

Because again, A, you like have to have a strategy or everybody thinks you're an old fusty company that nobody cares about anymore and your board fires you and that's a whole thing. Yeah. But also, again, the promise is so huge, right? The idea that AI can remove a lot of the busy work that we have to do.

Because again, A, you like have to have a strategy or everybody thinks you're an old fusty company that nobody cares about anymore and your board fires you and that's a whole thing. Yeah. But also, again, the promise is so huge, right? The idea that AI can remove a lot of the busy work that we have to do.

Because again, A, you like have to have a strategy or everybody thinks you're an old fusty company that nobody cares about anymore and your board fires you and that's a whole thing. Yeah. But also, again, the promise is so huge, right? The idea that AI can remove a lot of the busy work that we have to do.

If you turn making a deck out of an Excel spreadsheet into just a command to an AI, like, that's a measurable productivity increase in the world. And the same thing with the finding of the information and even some of the generative stuff that's starting to happen, like... If that stuff works, and that is a bit, like I cannot emphasize the if enough there.

If you turn making a deck out of an Excel spreadsheet into just a command to an AI, like, that's a measurable productivity increase in the world. And the same thing with the finding of the information and even some of the generative stuff that's starting to happen, like... If that stuff works, and that is a bit, like I cannot emphasize the if enough there.

If you turn making a deck out of an Excel spreadsheet into just a command to an AI, like, that's a measurable productivity increase in the world. And the same thing with the finding of the information and even some of the generative stuff that's starting to happen, like... If that stuff works, and that is a bit, like I cannot emphasize the if enough there.