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Mike Cannon Brooks

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Claude uses software
"Do we have some pockets of the company where people just sit and claude code all day every day"
AWS uses software
"when we spend money on anthropic, don't forget we pay AWS and then AWS pay anthropic"
Gemini uses software
"We use a lot of Gemini, a lot of anthropic. We have a whole bunch of Llama and Mistral running"
Llama uses software
"We have a whole bunch of Llama and Mistral running and stuff internally"
Mistral uses software
"We have a whole bunch of Llama and Mistral running and stuff internally"
IBM mentions software
"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."
OpenAI mentions software
"Open AI's estimate for the same year I checked is 180 right so call it you know 350 380 between them"
Microsoft mentions software
"we can probably assume Microsoft who's already at 200 billion going to roll over and die"
Google Docs mentions software
"Google Docs and Confluence are somewhat competitive the two ways you can write a piece of text"
Jira created software
"we are still growing Jura at faster than their 3year terminal rate 15 years later"
Confluence created software
"Google Docs and Confluence are somewhat competitive the two ways you can write a piece of text"