Brian Balfour: evaluation

Transcript context

…Whoa. ... because through the devices, they basically can see everything. They have the ultimate view into your context. They're sitting at that level But I don't know what they're doing. From an execution standpoint, maybe they're going to surprise us with something crazy magical, but we haven't seen any external signals around this. That's probably just based on what real estate and where people live in the stack would own. And then, I think right behind that, I would probably put Google because of owning the context of things like email and the distribution points of search and Chrome and Android and those types of pieces. A lot of people point to them, but my experience with all of their products, going back to the retention engagement thing, is that if we could take a look inside their metrics, I think what we would see is a bunch of fly-by users in their mouse. They're sprinkling the Gemini bucket everywhere. I've literally clicked on it accidentally multiple times. My guess is a huge portion of their mouse is exactly that of what's happening right now. Look, they just acquired a very talented team from Windsurf and from- And just the team. Just the team, part of the team.…

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