“We tested for 6 weeks, and in 6 weeks we found what would have taken us 5 to 7 years.”
AI-driven cyber threat boom raises terminal value of cybersecurity; Palo Alto on path to $1T from $238B.
“The entire incrementality that has been sold as incremental software modules to all of us doesn't need to be sold to us because I'd much rather have LLMs run a…”
Analytical SaaS is dead: LLMs run queries directly on data, killing the incremental-module sales model.
“Stuff that gives you databases, you collect data into it... Databricks, Snowflake, MongoDB, Oracle, all these things.”
Infrastructure software undervalued: enterprises will store 10x the data in 3 years to defend and run AI.
“We are going to need 10 times the data stored in enterprise than we have today, right? Next 3 years, 10 times.”
MongoDB benefits as enterprises 10x stored data for AI memory and cyber defense.
“We are going to need 10 times the data stored in enterprise than we have today, right? Next 3 years, 10 times.”
Oracle benefits as core storage infrastructure for the 10x enterprise data buildout.
“Google writ large, I think Google's underrated. I think it's going to be the first $10 trillion company in our lifetime. I think they have all the assets that …”
Google underrated; first $10T company: model + sales force + hyperscaler assets win the AI race.
“Anthropic seems to have improved their ARR much faster than OpenAI? I mean, that's just the statistic.”
Anthropic out-executing OpenAI on enterprise/coding ARR by attacking the profit pools faster.
“Hardware, even today, is the cheapest way to manage low latency, high throughput bits. You still need a data center.”
Dell hardware comeback: AI data center buildout keeps physical hardware demand high, backorders everywhere.