Jason Calacanis

What do you think it goes to in five months with no oil?

That's the unemployment rate you should be focused on, Jason.

Yeah, your kitchen sink didn't include the Chinese.

good example that we can find of sustained positive margin expansion and impact of AI inside of a true corporate enterprise that is not right now a small test.

There's not.

Because everybody has to show up to their board and have an AI checkbox.

And everybody is thousands and thousands of companies.

And when you have tens of thousands of companies as customers paying $200 plus a month, it's not that hard to show up with that kind of revenue.

The real question is the following.

If you take, you use the Databricks and Snowflake example.

If you look at the companies that use that software,

Those companies generate enormous revenues and enormous margins, and these products are in critical production workflows that underlie those revenues and profits.

That is just not true with AI today.

We have all kinds of claims, but we are still experimenting.

Why are we experimenting?

Because we know it's important, but we don't yet really know what to do.

You can't just slot this in to a critical workflow in healthcare and all of a sudden show up where if you make a misdiagnosis or if you make a mischaracterization of a procedure, you can get fined and go to jail.

The companies that are in healthcare don't do that.

If you're in financial services and you make a mistake about somebody's portfolio or you make a misallocation and you point to a model, you will get sued and you will be in trouble.

None of these things have transitioned from it's interesting, it's experimental to it's the core critical operational workflow.