superiority, which sounds really kind of wanky, but like technology cycles has changed so far.

10:46 / 11:39

superiority, which sounds really kind of wanky, but like technology cycles has changed so far. So Gemini is better, and then Claude's better, and then OpenAI is better. That your durability of revenue seems to be more questionable

and transient than ever. Should we ascribe value to revenue in the same way that we used to? I think you're absolutely right. I think it's changing, and I think it changes during every architecture shift. Right? This is the really critical part of technology. Right? As you move from on premise technology to SaaS technology, as you move from the Internet to mobile Internet, You had a potential for all of the companies in the prior generation to completely evaporate. And the big question is, can you find the companies that have the talent density, that are the most forward thinking, that are willing to reinvent themselves over and over and over again, which is so hard? And those are the companies that you wanna find out. I think of a great example every time I I think at this point, which is Databricks. If you talk to Ali from Databricks,

10:46 - 11:3952s

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