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15 results for “ai tailwinds”
...tailwinds are gonna accelerate for at least two, three, four quarters. In fact, I'll go the other way. The ones that underperformed this year, right, we go from the bottom up. I think Salesforce might be the biggest beneficiary next year. We could go
38:35 / 40:09
from transcript38:35 – 40:09
“Why 15 years beats 10 years for venture funds”
...driven by AI tailwinds. These are in companies that were started in '20 in one case, 2015,
30:26 / 31:03
market insight30:26 – 31:03
...all these AI tailwinds. Yeah. And you mentioned that Microsoft and Meta both had strong earnings reports last week. Microsoft was up 17% in revenue growth. Meta was up 22% in revenue growth. A lot of the big AI companies that people want to get on th
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from transcript6:39 – 7:49
...a lot of tailwinds. And I think that is the AI story that Dylan and the management team at Figma has been saying, and I think that is the belief that their growth rate is going to be much higher than what they're projecting because of all these AI ta
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from transcript5:57 – 7:08
...AI tailwinds. If you have none, you sure better figure them out right now. And this is the answer. For example, I have one of my first investments. I mean, it's been around for a decade. Okay? And it's not even a 10,000,000 yet for a decade. Okay? I'
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from transcript11:57 – 14:04
...tailwinds, which it didn't even have at the start of last year. Okay? And there's a lot of folks like that that have that have AI tailwinds. If you have none,
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from transcript11:05 – 12:53
So thank God we're seeing it, right? Because it would be almost catastrophic if none of the leaders were getting an AI tailwind boost. And it's good, but it's not a dead cat bounce, but we're not outside of Mongo and Snowflake, we're seeing modest, m
37:29 / 38:39
from transcript37:29 – 38:39
It hasn't hit yet. But Box, Zoom, Mongo should be crushing it because every time I spin up a new Vibe app, I need, like, two or three databases. Right? I mean, that's just one corner of the world, but Mongo should be crushing it. And so it's exciting
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from transcript36:45 – 37:46
...center of three tailwinds, AI, cloud, and security spend. And, those are central today in light of the AI era where every single workload needs to be secured. So we're super proud that we were the largest shareholder in in the company. And, yes, I th
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from transcript19:27 – 20:38
...by AI tailwinds. These are in companies that were started in '20 in one case, 2015, kinda two cases there, and then a couple cases 2018. So ten year, eight year you know, kinda like long journeys and really nice exits and a lot you know, we we we whe
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from transcript30:39 – 31:52
that will help bring interest rates down. And then on prices, you got the lowest gas prices in five years below $3 nationally. And then finally on wages, real wages are up by over $1,000 on average and, it's $1,300 for factory workers, dollars 1,800
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from transcript37:30 – 38:30
...tailwinds, AI, cloud, and security spend. And, those are central today in light of the AI era where every single workload needs to be secured. So we're super proud that we were the largest shareholder in in the company. And, yes, I think it's at leas
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from transcript20:14 – 21:24
The other thing that that I think you see happening in in in the public markets and and this is my only comment about this is like this bifurcation of the of the market into is this an AI winner or is this an AI loser? I think by mistake, we were fir
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from transcript23:56 – 25:04
And if you can get AI to do some of the work for which there isn't enough labor, that's a Goldilocks thing. And I think there certainly is a prospect of this, and we've seen an uptick in productivity growth. It's just the idea that AI is this switch
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from transcript31:30 – 32:38
Where do you think about pieces in the grid that you need to understand? And so there's a whole host of commercial capabilities you could really enable through these kind of tools that help drive the value creation in a lot of these businesses and he
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from transcript8:17 – 9:21
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