00:00I think there's a deep misunderstanding.
00:02Cloud is definitely revolutionary, and it's an inflection point for AI.
00:07It's the first time that AI can perceive, it can reason, but it can also do work.
00:12It actually performs tasks, like for example, it can write software.
00:16I think the market's got it wrong.
00:17I think it's very likely that these companies that we're talking about are going to introduce agents that run on
00:25their platforms.
00:26In the end, also, we need the tools to finish their work and put the information back in a way
00:34that we can understand, and that we call them system of records.
00:38And so each one of these tools have their own system of records.
00:41Those system of records exist because we put them there, and we use it so that we understand the information
00:48that's finally complete.
00:49And so those system of records will still be ground truth, and they'll continue to be ground truth.
00:55And now the agents will help, they will use it, and they will populate the system of records that will
01:00use the tools that are available on these platforms.
01:02These agentic AIs will be intelligent software that uses these tools on our behalf and help us be more productive.
Commenti