Zaid
๐ค SpeakerAppearances Over Time
Podcast Appearances
Yeah, I mean, the relationship with OpenAI, that just has not worked out, right?
And I think they know that now.
I mean, I think they've started pivoting.
I think they started to pivot, what, two years ago whenever OpenAI had that drama with Sam Altman being removed.
And they never really, you know, they don't really have their own model.
Copilot, I don't know, like the numbers are probably fine.
Yeah, that's the other piece, Copilot.
Yeah, you did mention software stocks, right?
Software just, I mean, gosh, talk about a bloodbath here.
They're full on bear market, I would say Salesforce, ServiceNow, Adobe, name it.
All these are at 52 week lows.
Yeah.
I guess there is a genuine freak out that AI is going to result in less seats moving forward.
And like these enterprise clients are going to just start vibe coding their own CRMs.
Exactly.
I just it doesn't make any sense to me.
I keep buying the dip.
I get burned every day.
And now I've just kind of like I'm just I don't know what to do.
Even the sexy names like Figma, right?