Donato Riccio

So, yeah, I say that we're in a healthier place.

I like this direction.

The markets had reached new highs last year, but over the past couple of months, we've been pretty flat.

And I think that's okay to give

people and companies more time to pay to experiment.

And when we look at actual adoption data in companies, it confers in this direction.

So, the paid AI adoption across U.S.

businesses increased a lot from 2023, it was just around 5%, to 44% in September 2025.

And if we look at revenue growth in AI companies, Anthropic reported 10X on their revenue two years in a row.

Cursor, the AI coding tool, is in a similar situation.

It went from $4 million last year to hitting $1 billion Analyzer revenue this year.

I said this is not hype.

There is real commercial traction in these tools and real adoption companies.

People are finding real value in these tools.

When you ask Emily if the investor confidence is matched by adoption, I say yes.

The data shows that companies are finding real value.

Yeah, that's exactly right.

So currently there's a lot of focus on the AGI.

This is the big question.

When will AI become super intelligent?