Alex Kantrowitz

It reminds me a little bit of like of skydiving in a way where you jump out of a plane and you're like whatever happens.

So for for Grandma Fernandez Corteho. Yeah. Like really a cool existence and just a a great person and a great.

It's the you're not allowed to check the weather five time five five times a day using you know clawed 5, you know.

No, it's it's night and day I would say. Um I mean like with in general I would say with neural networks with AI and.

and and and there is studies that show how much actually gets lost in the context and how much productivity suffers uh.

I think a lot of the kind of workloads that are being run by those models right now is actually going into into coding.

So, where does the differentiation come in when you get to that level of intelligence?

but no, more seriously, um I mean, look, I think that the that the general shape of the of the technology.

It didn't work at all because the models the models weren't ready. Right. The form factor is correct.

Yeah, again, like working in this all day and thank you for the question.

Yeah, I think it's interesting cuz again, OpenAI originally ads are going to be a big part of the business.

Let's start with our top story this week. I promised myself when this summit was being planned that I would not be mean.

I mean, I'm sure I'm a bit of an outlier since I'm right in the middle of the technology.

And I think we're going to have a handful of companies going after this.

It's healthy for you. It's good to move around during the day, get some sunlight, and you've got to make phone calls.

There's two ways that I think about SAS apocalypse. One is that traditional SAS companies are going to lose a.

And so you don't want to use Deepseek if you don't have to.

All right, let's take a quick break. When we come back.

I was on uh CNBC and said, "Look, um you know, the stock's down 4%. I think investors are wrong here.

And that's definitely been like a a totally new revelation to me even though I've been using things like Claude Code to.

Yeah. Open is a big threat to all of them. So, and well, where it's not a threat.

Because what is going to happen is the content intelligence is going to create a set of workflow.

thank you thank you for clarifying that so we the independent agents with whom we work with we have a network of around.

yeah you know it's u it's not entirely well appreciated that 90% of an enterprise, the global 2000.

We can't do that. The best we can do is I learn from some data and you learn from some data.

Um the other thing that worried me was up until the beginning of 2023.

Um, I don't know how close it is. I think unless we blow ourselves up, um, I think it's going to come.

It doesn't It's not going to say the possibilities are beautiful, right?

No, we know large modern large language models, they they can view images, understand what to do with them.

Um they're they're they're setting up in a dynamic situation, right Josh?