Jordi Visser

Somebody was talking online.

I saw a clip.

And they were basically saying that right now, if you're like a salesperson at OpenAI or Anthropic, don't start believing your own nonsense.

You're basically throwing fish food into a little gold fishbowl.

And people are just predisposed to buy AI.

Yeah.

Well, if you go talk to a digital assets team at a traditional financial firm right now, they got to get in the game.

They got cash.

They got budget.

You know what I mean?

So like they're going to go and spend, which is great for the industry.

The retail folks been here.

I don't need a 17th exchange.

I don't need another hardware wallet.

I don't need, you know, whatever software.

And so I do think that that's also why you're seeing the like institutional pivot is people, the entrepreneurs are chasing where the money is.

Like where's the budget and all that.

Interestingly, maybe that's why all the old software companies are also starting to struggle, is like, right now the question isn't, do I switch from CRM number one to CRM number two?

The question is, do I keep my CRM or do I just build an AI version, right?

And so there's less kind of chasing of new dollars in all the software.