Jesse Zhang

Hallucinations are too high there.

As those models get better, I think more enterprise use cases will be unlocked.

But I do think the general public will just see a really cool demo and be like, okay, oh, wow, like voice is solved now.

And as a result, you know, enterprises should be adopting it left and right.

And C-suites will see that too.

But then when they actually get into it, it's just harder to go live.

That's, I would say, the piece where it's not quite fully there yet.

And so it's a little bit slower than people think.

I think the thing that's on the flip side of that, where it's underestimated, is just things are growing exponentially, improving exponentially.

And no one is good at conceptualizing what exponential means in things like this.

And so that could be from a performance cost perspective.

Right now, I would argue that if you're building an application, your margin shouldn't really matter that much.

People will often critique the coding agents like they're hemorrhaging money.

Yeah, but again, things are improving exponentially and like the cost will go down exponentially as well.

So your margin doesn't really matter.

What really matters is you need to get market share and you need to get my share of users.

Perfectly fine not to have good margins right now.

And it's just everything just improves way faster than people think.

It's slightly different at the enterprise.

I mean, the same principle applies, but generally don't want to be hemorrhaging cash with like an enterprise deal because those are just much longer term.