Podcast Appearances
Yeah, it was a classic play of they couldn't innovate.
I would innovate Facebook at all because of all the approval layers inside Google.
Facebook was just running Circles around everybody at the time.
yeah again agility is your number one you know killer capability all right let's continue on wait i've got two quick comments please yeah when we do our exo rankings google is consistently at the top because they've created an unbelievable flywheel of data feeding algorithms algorithms running in the cloud that gives you distribution and capital and talent all kind of reinforcing each other and so this is the this is an amazing story that's just going to keep going
Two, one is that I think Dave makes a really great point that the demand is going to be near infinite.
And we've never seen this before in any technology.
Gervon's paradox goes completely insane in this model.
But the big provocative question is, does the future belong to chip monopolies or does it belong to intelligence utilities?
Like, which way will it go?
So I'm curious what people think about that.
Salim, do you want to weigh in here?
No, I find this most thing like, you know, lots of who's the bell at the ball type of stuff.
I think this is part of the evolution of the ecosystem.
I think the next stories are much more interesting.
So we've been predicting this for a while because it's a natural consequence.
AI is not coming in through the CIO or through the CEO.
It's going to come in through governance top down and be forced into companies because there's too much internal resistance.
Doing it this way breaks the immune system because you can just mandate it.
What's going to happen now is all these companies will start to create this digital twin at the edge.
And we started to talk to a bunch of these folks already, right?