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Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
You've never seen a company grow 10x in gap revenue and runway year on year for three years. So you're leaning into the singularity here. Wall Street has decided this is the bet they want to make. Capital has decided this is the bet they want to make. People are going to try and make this bet.
Wall Street fell in love with AI and to do that had to fall out of love with SAS, right? Everybody should get a little bit of a grip and not extrapolate to the end. But whatever. That's the movie right now. Who wants to get back to early stage?
I want to do the anthropic round. Give me a fucking break. I don't want I don't wanna like have to pick which which accounting software in four years might break out for AI. No one wants to do that. Just show me the carry.
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