David George

Mentioned in 2 episodes

"They did a really good job commercially early days. They were smart — there was like a research plus lawyer combo. They got some momentum and some high-profile law firms to sign up early days, but the usage was not very good. Now fast forward post reasoning models, like that totally flipped. You could see an absolute takeoff of adoption. Lawyers got way more value out of the product. You could see it in usage and engagement. And then it became — because it was like high utility usage and engagement — it almost became a flip from what was previously like 'oh, we're scared of things like hallucinations' to 'no, no, no, every client is actually demanding the law firms use the product.'"

Mentioned in 2 episodes

"When you guys did Cursor, I don't think there was a lot of certainty. And how many months were people saying Cursor is dead? Even the morning of the acquisition announcement people were still saying that Cursor is dead. I'm like, they just announced that they were going to be acquired by SpaceX for 60."

Mentioned in 1 episode

"What Intercom did is a great example — bring the founder back, revamp the whole business, create an AI native product, scale it, and then sell. Like it's almost like you're suiciding your existing business, which in private equity is really hard to do."

Mentioned in 1 episode

"This famously happened with Cerebras twice, right? And they've powered through and done great. Each Cerebras chip worked, it just struggled to find product-market fit for the first two generations."

Mentioned in 1 episode

"They're going to be competing with not only the labs to be that abstraction layer, but Databricks, Palantir, the inference providers, the application companies."

Mentioned in 1 episode

"If you just add up OpenAI and Anthropic on their on a run rate basis, they added almost half of that"

Mentioned in 1 episode

"If you just add up OpenAI and Anthropic on their on a run rate basis, they added almost half of that"

Mentioned in 1 episode

"AI is now handling 50% of those user interactions... a 20 percentage point expansion of gross margins over the last 3 years"

Mentioned in 1 episode

"Toby's awesome. Like he's a CEO that's close... he fully embraced this a couple years ago"

Mentioned in 1 episode

"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"

Mentioned in 1 episode

"cloud code and codeex and cursor"

Mentioned in 1 episode

"this is like the doctors rave about getting to have access to Abridge and how much time it saves them"

Mentioned in 1 episode

"Each year Flock is solving 700,000 crimes... where there's flock they're clearing almost 10% more crimes"

Mentioned in 1 episode

"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"