Aaron Katz

Mentioned in 1 episode

"We do business with both Nvidia and Cerebras and a lot of the chip manufacturers."

Mentioned in 1 episode

"I spent 12 years at Salesforce and so I was kind of a student of Mark Benioff's playbook. When I started, it was a three-year-old startup and it was basically a glorified contact manager, Salesforce automation."

Mentioned in 1 episode

"I think you're going to have specialized models for specific use cases like legal tech. If you look at Harvey, for example, I think they're leading the category in terms of specialization."

Mentioned in 1 episode

"We do business with both Nvidia and Cerebras and a lot of the chip manufacturers."

Mentioned in 1 episode

"I looked at the two most popular infrastructure software companies over the last 10 years and I distill that down to Datadog and Snowflake. Snowflake went heavy after the enterprise through very expensive sales and marketing."

Mentioned in 1 episode

"You've got an observability workload — are they going to use something off the shelf like Splunk or Datadog? Or are they going to embrace open source and use something like ClickHouse?"

Mentioned in 1 episode

"Our most recent acquisition earlier this year was Langfuse, out of Berlin — three incredible founders entering agent observability. Every enterprise in the world is going to need this technology."

Mentioned in 1 episode

"Once I get to a certain scale, I'm going to move off Elastic and build my own."