Nicole Baer

And I believe the normalization will start happening very soon, especially because we now have these big companies.

And not to say that

You know, there's lots of reporting on like, oh, Google's woken up or, you know, whatever.

I don't think that that's the case.

I think it was just the creation of the correct strategy that's now being applied.

And so I think that that were these, you know, the larger companies really like nailing it on Google.

on certain fronts with AI is going to start to force a normalization.

Like a good example of that for us, for me specifically at Carta is we've become heavy, heavy users of gems.

um that was like the unlock you know for us we weren't really using uh like we were using gemini less than we were using other llms for some of the work that we do from like an answer engine perspective but then when you know when the when we started working with gems and

started to really understand how to use them and their shareability within our organization.

Um, and the fact that they would get better over time with more use, uh, it became something where like, wow, now we're really in it with gems.

And we, we, we were not, you know, at the outset using gems and thought that we were going to be exclusively using, you know, Claude or chat GPT, et cetera.

Now that completely is shifted.

So I think you're going to, we're going to start to see more of that and that will force a normalization.

I think that's ground truth that that will happen over time.

I mean, I think there's incredible applications for AI in all corners of the world, especially the physical world that's been sort of maybe less touched by technology, you know.

over the years.

And I hear as an investor, I hear about a lot of interesting ideas in that regard.

So I think there's going to continue to be this long tail of highly verticalized, but very potent AI solutions.

And I think there will be a tranche that is more applicable to