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David George
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"They have this new product called agent bricks which we're super super excited about. we think is going to be really big and transformative for them"
"If you just add up OpenAI and Anthropic on their on a run rate basis, they added almost half of that"
"If you just add up OpenAI and Anthropic on their on a run rate basis, they added almost half of that"
"cloud code and codeex and cursor"
"he just took two engineers that are very deep in AI and assigned them to build it from scratch with cloud code and codeex and cursor"
"users are spending about double the amount in the product as they had before. So it turns out that AI is really good at lawyering"
"this is like the doctors rave about getting to have access to Abridge and how much time it saves them"
"Voice is the centerpiece of so many of the new AI tools... the usage growth is the thing that I love to look at on this chart. It's just staggering"
"AI is now handling 50% of those user interactions... a 20 percentage point expansion of gross margins over the last 3 years"
"Each year Flock is solving 700,000 crimes... where there's flock they're clearing almost 10% more crimes"
"Toby's awesome. Like he's a CEO that's close... he fully embraced this a couple years ago"