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Gil Luria
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UiPath
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"UiPath is the most one. You can see their stock declined the most dramatically today because UiPath has the last generation of automated computer use which is robotic process automation."
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"The open cloud is open source. It was a little bit of a lab experiment. It didn't have any guard rails. It was actually quite dangerous because it was open-source."
"Infrastructure software like Snowflake, Data Dog, Microsoft are probably more benefiting from any growth in AI because you need infrastructure in order to deliver AI."
"Infrastructure software like Snowflake, Data Dog, Microsoft are probably more benefiting from any growth in AI because you need infrastructure in order to deliver AI."
"Nvidia expects at least $1 trillion in revenue from Blackwell and Reuben chips through 2027."
"Nvidia expects at least $1 trillion in revenue from Blackwell and Reuben chips through 2027."
"The incorporation of the Grock technology that Nvidia acquired... by incorporating Grock technology into their data center systems, Nvidia is extending its lead from those companies."
"AMD has a new generation of GPUs, some custom GPUs they're doing for Meta, for OpenAI."
"Broadcom does the A6, which is custom accelerator chips that they do for other large companies like Google."
"We've seen some demos of Optimus and Figure Robots, etc. We just know that that's several years out."
"UiPath is the most one. You can see their stock declined the most dramatically today because UiPath has the last generation of automated computer use which is robotic process automation."