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00:00 Speaker A
So, Shy, who would you consider at this point Pateer’s competition? Does Alex Karp have rivals or do you think Shy as you said, it’s one of one. It’s a league of one right now.
00:12 Shy
Listen, they’ve had years to come up with the competition. I mean, commercial business is three years in and I haven’t seen one. And I just don’t think there is one because it’s a similar story as Nvidia in the AI accelerator market. Like, this was not an overnight success story for Jensen and the team. Like they were working decades and seeing what the AI economy is going to be formed. Karpin team was doing the same similar thing.
00:34 Shy
Uh, we just got to an inflection point where they’re able to scale their commercial business to really change the narrative of government black box and now they’re the operating system of AI. So I do believe that maybe there might be some competing products, but it’s going to be very niche. It’s not going to be anywhere to scalability as Pateer does because there’s when you’re a customer and you’re showing the you see the ROI that Pateer can offer, their competitors also see what’s happening uh inside their organizations. So they’re going to be more willing to trust and adopt it.
01:04 Shy
Pateer’s one of the stickiest, stickiest offerings out there in enterprise and you just don’t take it out for a 70% good enough product that might save you a couple of dollars when this truly is giving you all the information you need, providing the they’re owning the translation layer inside all these large organizations that doesn’t matter what AI model wins, Grock, Gemini, Chat GBT, like they are truly the pick and shovel’s winner of all that best AI model race.
01:32 Shy
And if you’re going to invest billions of dollars in these frontier models, like might as well have Pateer infused into your organization because you there’s only so much you can do with the information you get from these models. You need to act in the real world and Pateer is the only way to do so. So I think we’re years away from that and Karp is just so he knows this business better than anyone else and I think he can always stay ahead of fronts of what the latest and greatest is and I’m excited to see what he’s going to do with AI agents once it start scaling up. Like this is a once in a lifetime company and they are proving yet again today.