00:00If you look at commerce, and you were a commerce company 10 years ago, and you weren't invested in e-commerce as a solution, you're probably not a company anymore.
00:09So I think every company is about to become an AI model, and if there are two to three companies that are at the base layer, the foundational layer of that, the TAM is so large that marking the value of a company based on anything other than the potential would be wrong.
Comments