Jordi Visser

They adjust constantly to new news.

So when people see the Citrini piece, should IBM fall, which wasn't on the Citrini piece, it was on Anthropic and COBOL?

I don't know, but it didn't give up everything.

It didn't go to zero.

It just went from, hmm, their business revenues might be disrupted.

We'll knock them down 5%, 10%.

In their case, it was down 13%, which seems a lot to me, but I don't think it's off by that much.

internalizing or bringing this stuff in inside a company and it's more about like who this the providers are are changing i mean no offense to dance on hum i i i i don't view this as being a very well thought out situation it sounds more biased to me than anything

And the reason I say that, there's two parts here.

One of them you cut on, the ability of me to build 80% of DocuSign.

Great, so I build 80% of it.

For that last 20%, why can't other people build little components to fill in the gap?

So there could be 12 companies that fill in the part that I can't do.

And then my AI agents connect and they run out and do the last piece while I'm sleeping at night.

What I don't understand that people haven't grasped yet is whatever can be built on code can absolutely be built.

There's nothing.

So I'm not arguing that, again, a big enterprise will get rid of it.

But that's not the way these companies are valued.

They're valued for growth.

And I'm not believing that the frontier models are going to spend their time to get that last nuanced part.