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👤 SpeakerAppearances Over Time
Podcast Appearances
Ai is going to be transformative.
It's going to be so powerful.
It's going to be so exciting.
and it's very, very new and very early.
So many people are paralyzed now, including LPs, to say, do I touch this area, a services company?
Do I touch a software company?
Is this going to be disrupted?
I just get these inputs all the time of how everything is going to change overnight.
It will change significantly, but it will be an evolution.
Right after the dot-com bubble burst,
I don't know who remembers and who was there around that time.
People thought that enterprise software was dead.
One article after the other.
These stocks traded at $1 and $2 a share.
Can you believe that?
It's one of the greatest industries, $1.5 trillion economy today.
We made a lot of mistakes before that, but we would go to these companies and they would let us look at all their files.
We'd say, no, this is a good business.
All the customers are renewing.
They're buying more.