Eric Vishria

I think this is where we go back to where we started. Do we have an extraordinary entrepreneur that you believe in? Do you think they have an insight that is cogent? And I would say this, maybe this is a more useful way to say it. The more competitive the market is, the higher the bar you have to hold on those two things, I think. And so in a hyper-competitive market...

You have to really believe in the entrepreneur and really believe in the heart of the insight and their execution ability. And in a less competitive market, it's just misery in life to work as a venture capitalist and serve on the board if you don't really love the entrepreneur and really love the area.

You have to really believe in the entrepreneur and really believe in the heart of the insight and their execution ability. And in a less competitive market, it's just misery in life to work as a venture capitalist and serve on the board if you don't really love the entrepreneur and really love the area.

You have to really believe in the entrepreneur and really believe in the heart of the insight and their execution ability. And in a less competitive market, it's just misery in life to work as a venture capitalist and serve on the board if you don't really love the entrepreneur and really love the area.

So that's a thing for me, which is I think about a lot when I'm kind of looking at a company is like, Am I going to be able to authentically help this entrepreneur close great talent? Am I going to be able to talk to them and tell them why this should be...

So that's a thing for me, which is I think about a lot when I'm kind of looking at a company is like, Am I going to be able to authentically help this entrepreneur close great talent? Am I going to be able to talk to them and tell them why this should be...

So that's a thing for me, which is I think about a lot when I'm kind of looking at a company is like, Am I going to be able to authentically help this entrepreneur close great talent? Am I going to be able to talk to them and tell them why this should be...

this should be an amazing... This is an amazing person that I can tell somebody that this should be their life's work and help convince them to join a company. Which is a big part of what we do. And so when you look at that, I ask myself that question. And if my answer is like, you know what? I think it's a cool business. It'll probably work. But...

this should be an amazing... This is an amazing person that I can tell somebody that this should be their life's work and help convince them to join a company. Which is a big part of what we do. And so when you look at that, I ask myself that question. And if my answer is like, you know what? I think it's a cool business. It'll probably work. But...

this should be an amazing... This is an amazing person that I can tell somebody that this should be their life's work and help convince them to join a company. Which is a big part of what we do. And so when you look at that, I ask myself that question. And if my answer is like, you know what? I think it's a cool business. It'll probably work. But...

like I just don't understand how I can make that pitch, then I don't do it. Like, that's my, like, I just, I don't do it. And so, and so like, there's this balance there, but like, I think that's a big important part of it. And the more competitive the market, the higher the bar has to be.

like I just don't understand how I can make that pitch, then I don't do it. Like, that's my, like, I just, I don't do it. And so, and so like, there's this balance there, but like, I think that's a big important part of it. And the more competitive the market, the higher the bar has to be.

like I just don't understand how I can make that pitch, then I don't do it. Like, that's my, like, I just, I don't do it. And so, and so like, there's this balance there, but like, I think that's a big important part of it. And the more competitive the market, the higher the bar has to be.

Yeah, Nuance could just crush everybody.

Yeah, Nuance could just crush everybody.

Yeah, Nuance could just crush everybody.

Yeah. Today's incumbents are paranoid and on top of things and like, is Microsoft and Nuance going to move slower and whatever than your average AI medical scribe company? Of course, but they're not dopes and they don't have their head in the sand. And so like, yeah, I mean, I think that is like, you do have to factor that in for sure.

Yeah. Today's incumbents are paranoid and on top of things and like, is Microsoft and Nuance going to move slower and whatever than your average AI medical scribe company? Of course, but they're not dopes and they don't have their head in the sand. And so like, yeah, I mean, I think that is like, you do have to factor that in for sure.

Yeah. Today's incumbents are paranoid and on top of things and like, is Microsoft and Nuance going to move slower and whatever than your average AI medical scribe company? Of course, but they're not dopes and they don't have their head in the sand. And so like, yeah, I mean, I think that is like, you do have to factor that in for sure.

The answer is for sure both. I would maybe tweak your question, which is to say, I don't know that it's going to be like the price per seat model. But I'll give you a simple way to look at it. Let's take the AI coding area, right? We've seen like tremendous amount of capital go into AI coding and co-pilots and AI software engineers and whatever.