Gabe Pereira

It's like they're thinking about how do I compete with hardware?

How do I get the funding I need to build data centers?

How am I going to compete with the cloud?

It's just like no part of that company is thinking about that, right?

It's like, and then when you look at Microsoft or these large organizations, it's like they have a small GTM team that sells some of their products to law firms.

But the thing that I think people don't understand is like,

the problem you need to solve for law firms is not just, can this model do legal work?

Like this entire industry is about to go through a transformation where the way you structure your firm needs to change, the way that you bill clients needs to change, the way you train associates needs to change, right?

Who's gonna help these law firms and their clients go through that transition, right?

That to me is like the problem we're solving, where it's not just who can build the best models, it's what is the platform and all the change management.

And if you think of companies like Salesforce, like that's the value they provide, where when you need to build a sales organization, like Salesforce just has so much of that learning from helping every company do this.

And I think what's going to happen will be similar to what happened with cloud, right?

The models are going to become a core part of societal infrastructure.

That's very clear now.

And these model companies are going to build massive businesses selling these to companies.

And then there will be parts of products they can build, right?

It's like Cowork, ChachiBT.

It's like these are incredible products that are very horizontal, right?

But I just think these industries and the world is so complex that is there very large businesses you can also build on top of these platforms?

Like, I think for sure, right?