“Having lived through the internet bubble, one of the fundamental differences is the very voracious demand. It's real. I'm not saying the valuations of every company are right, but what I am saying is that the demand is outstripping the supply.”

…what you were doing with smaller companies, but some are decent size that they had done, this is going to be incredible. And I think what's really important is this could be a real tangible example of transforming a large company, driving growth, improving service, and not having massive layoffs.

…about an AI bubble? Like, I mean, obviously, the roll-up depends on sort of the utility of AI. In some ways, the question is: is the utility so great that people's concerns about a bubble are misguided, or you two are sort of like, I don't know, the neo-clouds, whatever. There's some risk here.

to get that message to resonate with founders when you have a firm like Andreessen Hororitz saying, like, do whatever the hell you want? Or like, we've got your back. Look. No matter what. Like, don't worry about scruples. Like, I mean, they literally seem to have a professed negative view at times…

Yeah, I won't even comment. I won't comment on Andreessen. They

like to do that. I know they do. Attacking your ad and everything. But