Mike Cannon Brooks
FollowEverything Mike personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
AWS
"Don't forget we pay AWS and then AWS pay Anthropic. So if someone spends a million on the Atlassian platform... that goes to AWS revenue."
"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"We use Anthropic a lot. It's one of our biggest models. We use multiple models... we use a lot of Gemini, a lot of Anthropic."
"We use a lot of Gemini, a lot of Anthropic. We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"I have usage based pricing for Splunk. If I send them twice as many logs I pay more money. I get it."
"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
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"I have usage based pricing for Splunk. If I send them twice as many logs I pay more money. I get it."
"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"We use a lot of Gemini, a lot of Anthropic. We have a whole bunch of Llama and Mistral running and stuff internally and a bunch of OpenAI."
"We use Anthropic a lot. It's one of our biggest models. We use multiple models... we use a lot of Gemini, a lot of Anthropic."
"Don't forget we pay AWS and then AWS pay Anthropic. So if someone spends a million on the Atlassian platform... that goes to AWS revenue."
"They kind of probably know what ChatGPT is. They don't quite know how it's working."
"Think of Microsoft Word without a toolbar but with chat only"
"Maybe the first time someone looked at Excel, they were like, 'Wait, where do I type the paragraphs or something' and you're like, 'Oh, no.' You have to think differently about it."
"Same with storage and S3 or something canonically. I put in a gigabyte, I put in two gigabytes. Fine."
"You could argue, I don't know, Claude Cursor and stuff is an example of building very personal apps just for me"
"It's the venture capital equivalent of you can't get fired for buying IBM, right? You can't get fired for sticking money in with a 1x preference on the consensus winner."
"Microsoft has to do it. Everybody has to do it. Right? Capital allocation is not easy."
"I don't know Google Docs and Confluence are somewhat competitive the two ways you can write a piece of text and collaborate on it."
"Doritos pay 8 million bucks cuz it sells a bunch of Doritos. It's a good investment."
"You've had Adobe's and Microsoft be public for an awful long time."
"Super Bowl ads are priced that way because that's what people pay. It's an efficient market in Super Bowl ads surely right."
"For some businesses like Wix, I would argue it's a totally sensible investment."