Tom Gardner

So when you say which ones are gonna be real, which ones aren't, I think you have to get proof that they are AI native.

And the clearest way will be that they're born in this era and come public with that.

But-

Anyone who's in denial or any cultural challenge, it has been interesting to follow Duolingo because some of the leaders in Duolingo said something a year ago about how we're going to use AI.

And there was a cultural issue about that.

Like, what do you mean we're going to use AI?

But the problem is, I think those points that were made, if you go back and look at them, they were accurate.

And the question is, can these companies act with respect for all the people that work there, but with a deep understanding that if we don't change like right now, we're going to lose relevance and we'll despair.

There won't be any jobs left.

So it's hard to face this.

And we've actually never faced this.

anything quite like this.

We can say the internet, it's an obvious illustration, but this technology is moving a lot faster and the implications are more profound, scarier, and more exciting than the internet.

So I think you just need to know, you need to be looking for companies that are fully all in.

They're not in transition mode.

They're creating everything through AI in their workplace.

That's such a great point, Andy, because I can't remember which founder CEO said, I feel sorry for all CEOs in the public markets that aren't a founder because they have to work slowly through a procedure with their board.

As the founder, spiritual leader, and largest individual stakeholder, I can walk into the board and say,

I have to make this change now and it has to go quickly.

I'm going to make the case, but we're not going through a bunch of bureaucratic checklists here.