Public evidence record
Published podcast speaker
Claim ledger
3 transcript-backed records
01 / prediction
“If they've spent enough time with you, they will call you and be like, "Listen, if I'm reading the tea leaves, we should sit on this for a minute.”
02 / prediction
“What is the opportunity that you're selling? That if they are excited by that, they will take a call.”
03 / prediction
“I look at headcount too because it's just such an easy way to think about it because you can also gauge usage off that and a bunch of other things, but sometimes the small companies, I think we're going to see a lot more larger companies become smaller because of AI, not significantly smaller, but also high margins allow them to experiment more too.”