Steve Lucas
speaker
213 appearances
1 recordings
1 series
first heard Jul 2026
last heard 12 Jul
Steve Lucas’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But I think within that statement, it's going to be a whole lot of data, a whole lot of infrastructure.
Those are the companies that we'll see accelerate.
We're seeing that in our business.
Well, whether you're an electric car or a petrol car believer, neither one of those goes without energy.
And the data is the energy.
So AI without data is meaningless.
That's the plot that I think investors sometimes miss.
And I think what's critical is understanding which businesses have data and graph moats.
And I'm talking about a knowledge graph.
which businesses have unique data.
They're either handling for their clients or they generate themselves.
Data that can't be automatically generated by AI or easily replicated.
Those are golden nuggets for investors.
And by the way,
I think, you know, on the investment front, like even I think about this is, you know, you see a lot of organizations that are rushing into more, I characterize this like unique models where they're thinking about, well, how do I provide some type of unique, like either a hardware plus AI, a chip plus software?
unique services like forward deployed engineers, and I'll use the word ontology along with AI.
People are looking for that, I'm not just software as a service type of message.
And you'll see that from every large organization, messaging to investors is,
I'm not just software, dot, dot, dot.
That's critical for software CEOs because they want to deliver the message that I'm not easily disrupted by AI.
Showing 121–140 of 213 · page 7 of 11
← Previous
Next →