I think the large language model foundation model like AI based approaches are actually radically important yeah it's interesting for anything that's very people heavy in a existing enterprise rss process. It kind of reminds me in some ways of what mobile did within B2B in the 2012 to 2016-18 range where there were some companies that fundamentally shifted the paradigm and built really important companies. So similarly I think with the foundation model or language model world it's going to be similar with probably 80% of the value gets captured by incumbents and it was 100% for the first AI wave but 20% will go to startups.

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