George Sivulka

longer than 12 months probably like 18 months ago it was the scaling at inference thing like the belief in like a new set of scaling laws that they would be really really really important service now yeah salesforce or ui path okay shag marry or kill um yeah uh i wouldn't i wouldn't shag any of them i i don't think that traditional shag is like short-term excitement

I mean, I don't think that- In case you needed the context. I know exactly what you're getting at here. I really, you know, I'd probably kill them all. I don't think that traditional enterprise B2B applications are sexy. We're an enterprise AI company.

I mean, I don't think that- In case you needed the context. I know exactly what you're getting at here. I really, you know, I'd probably kill them all. I don't think that traditional enterprise B2B applications are sexy. We're an enterprise AI company.

I mean, I don't think that- In case you needed the context. I know exactly what you're getting at here. I really, you know, I'd probably kill them all. I don't think that traditional enterprise B2B applications are sexy. We're an enterprise AI company.

We are.

We are.

We are.

I don't think they are. I think that Salesforce has built, again, a very, very, very sticky network effect with people. And people are the shifting function at the end of the day. It's not a technology problem. Claude can build a Salesforce. I think Klarna, again, had another Fugazi story about going off Salesforce because Claude had built them a CRM.

I don't think they are. I think that Salesforce has built, again, a very, very, very sticky network effect with people. And people are the shifting function at the end of the day. It's not a technology problem. Claude can build a Salesforce. I think Klarna, again, had another Fugazi story about going off Salesforce because Claude had built them a CRM.

I don't think they are. I think that Salesforce has built, again, a very, very, very sticky network effect with people. And people are the shifting function at the end of the day. It's not a technology problem. Claude can build a Salesforce. I think Klarna, again, had another Fugazi story about going off Salesforce because Claude had built them a CRM.

I just think that the switching costs, the network effect of changing human beings' habits is too high. Salesforce is one of those monopolies in that they have so much stickiness, habitual stickiness.

I just think that the switching costs, the network effect of changing human beings' habits is too high. Salesforce is one of those monopolies in that they have so much stickiness, habitual stickiness.

I just think that the switching costs, the network effect of changing human beings' habits is too high. Salesforce is one of those monopolies in that they have so much stickiness, habitual stickiness.

I would probably buy Nvidia. It's a lame answer, or AMD rather. I think AMD, because I believe that they will benefit from the shift to inference scaling more than in an outsized way.

I would probably buy Nvidia. It's a lame answer, or AMD rather. I think AMD, because I believe that they will benefit from the shift to inference scaling more than in an outsized way.

I would probably buy Nvidia. It's a lame answer, or AMD rather. I think AMD, because I believe that they will benefit from the shift to inference scaling more than in an outsized way.

Not a company. I'd love to be mayor of New York, believe it or not. I just think that's like a fascinating job. I think it would be really, really interesting and would love to make some change there.

Not a company. I'd love to be mayor of New York, believe it or not. I just think that's like a fascinating job. I think it would be really, really interesting and would love to make some change there.

Not a company. I'd love to be mayor of New York, believe it or not. I just think that's like a fascinating job. I think it would be really, really interesting and would love to make some change there.

I think that one of the most interesting questions is where does creativity stem from or where do you get inspiration from or kind of like how do you come up with new ideas? Like, I don't believe that people come up with new ideas by brainstorming or in conversation. I just think that's, again, fugazi fugazi. But I think that ultimately, you know, that question of where creativity comes from.