"AI is going to take over the enterprise. We know this is going to happen and it needs to happen to us faster than it happens to our competitors, which is a totally different dynamic than we saw with c..."

"Aaron, thank you very much for joining us. Everybody here already knows you. However, I still think you should introduce yourself just for just for completeness. Okay. Uh Aaron Levy, uh CEO, co-founde..."

"and that was that was a very important kind of period in in our company's journey. So the the the notional topic of this is AI in the enterprise. Um, but I think it's good to be kind of nuanced about ..."

"workflow automation to their um companies. Then boom, chatbtd happens and all of a sudden it's the exact right form factor for mass adoption. There's no startup costs. It cost you know 2 minutes to 2 ..."

"people that pay for it. Totally. Um so now the question though is is like what is the journey over the next decade for the real change management of deployment of AI systems that drive the more like G..."

"What what's interesting and I think you'll you'll especially appreciate this on the cloud side is um I remember when we first were scaling up in the enterprise let's say 2007 2008 2009 you know let's ..."

"you think this has implications for companies today that are building products that are you know pre-API or pre AI products? So for example with the cloud wave you know you basically had a bunch of cl..."

"pre-cloud to postcloud was an entire rewriting of your software. You had to go from single tenant to multi-tenant. the scaling of the systems were totally different. Even the functionality and applica..."

"I think you have a lot of TAM expansion. Now the good news with one caveat which may maybe we've bookmarked and we're going to get to but let me just say the one the one caveat is you now have a compo..."

"everything above that is one of these. So on the consumer that's very clear. Is that is that clear on the enterprise side? I I I absolutely think so. I think if you looked at just just take um if we d..."

"I mean I can't imagine a listener not knowing what box does but just for completeness maybe can you just talk just very quickly about what do box does and how you're thinking about how that dubtales w..."

"bullshitty and provocative, but I have to I have to ask this which is um I've been enterprise software for a very long time. A lot of the business model is predicated on the fact that like building so..."

"like these things are going to live together. Cool. Let's move from software to decision process. So uh I won't say the name of the company but I I just spoke with a very very legit company household ..."

"whatever. So it's it's a quick way to just do do some analysis on something. The um but yeah I mean you know it's funny we we uh uh so Bezos you know famously had this memooriented essay oriented kind..."

"don't like and so did they obviously wrote an essay also for those. So I, you know, I don't know the hit rate ultimately on the essay specifically as much as the idea of like write down a strategy, th..."

"task to send to somebody. Yeah. Yeah. So what one thing so when we run the numbers and by run the numbers I mean look through how AI companies are doing where does the value acrue there's basically on..."

"management and so maybe we're just skipping that step so the obvious question is is what happens to entrylevel engineers like does this change how people get introduced to computer science for example..."

"actually relieve your team to go and work on is incredible. And the other big like boon for for uh the economy and this is again where the economists just totally missed this stuff is think about ever..."

"can improve things. That's great. Great. I love that you're so optimistic about I am. Uh I'm I'm uh I think 98th percentile optimistic. So good. All right. So I think we've had a fairly pragmatic conv..."