Martín Escobari

And it just happened right now in the last 12 months.

It's crazy.

I mean, based on public information, anthropic revenues and coach away from 200 million to 4 billion in 12 months in B2B, that kind of growth has not happened ever.

And it's so exciting and it's working in real life and programmers are happy.

And then all of a sudden you've got this new reality where human programmers are hyperproductive and they're working alongside agentic programmers who have no moral North Star and do not sleep.

And how you get them to work together to a common output, which is super sensitive to you, the client who's running on a software.

Super exciting.

That's one area.

Marketing optimization, obviously.

It's machine learning on steroids.

We're investors in Liftoff, which is very much on this.

We're investors in a software company called Insider that does enterprise marketing optimization.

Data companies turbocharged with AI.

We're investors in an Israeli company called VI.

There's so much.

It's super exciting.

It's super risky.

We're probably going to look back and say, we weren't bold enough in going for the killer ass suit enough, but we've been bold enough before and it didn't pay to go very early.

And I think what's really interesting about GA, we've been around for 45 years through all these technological cycles, and we've been international for 30 years.

We've been in the emerging markets for 25 years.