Winston Weinberg

There's so much of the capability overhang is so high.

I think it's higher than anyone is even talking about.

It's astronomical.

I think if both companies literally just stopped shipping things,

their revenues would still explode because there are going to be so many companies building on top of their models.

There are going to be so many different parts of the economy that adopt these things that I think we're still in early days.

I think like three to five years until we see like massive, massive productivity gains in enterprise.

I think the capabilities are there already.

The capabilities were there two years ago.

A lot of this is like if you think about just like the average enterprise workflow, there's like 17 different systems they're pulling data from to get that workflow done.

Like literally 17 might be on the low end.

Sometimes it's like 50 and you have 100 tabs open and you're opening in all these different apps and they kind of connect to each other.

They don't really connect to each other, right?

And so the long tail on actually getting these systems and agents to do a task from start to finish is so difficult.

And the problem that you're going to end up having is you have these vertical companies building vertical agents like us and Sierra, etc.

But a lot of even the verticals connect to all of the other parts of the enterprise.

So like one thing that's happening that's interesting for us is, you know, a lot of our revenue is starting to come from global 2000 or Fortune 500 companies.

And we actually haven't built many features for like tax compliance and procurement, right?

Starting to happen is those departments are adopting Harvey, even though we haven't built features specifically for those departments.

The reason why is the legal department actually interacts and just like legal documents are such a core part of a business.