Skip to main content
Alex Immerman

Alex Immerman

Sep 30, 2026

19:41
Um, and uh, I, I would just say that most of the enterprises that we speak with anecdotally, their exposure to AI is still mostly with Microsoft Copilot, which just shows you how far they have to go.
19:52
Yeah.
19:52
This gap between what the models can do and how they're being used is what makes me so excited about the application layer.
20:00
Sarah, you did this great, you know, conversation with Ali Ghodsi at Databricks with Martine, and he talked about how, you know, the AI can know a lot about the world but know very little about your company.
20:11
And we're seeing this, uh, in our application layer companies where they're bridging this gap.
20:16
Um, and like one example that has stuck out to me over the last few months is if you were to take Revolut, who has a really sophisticated engineering team, they still had to partner with Eleven Labs, uh, and take Eleven's, you know, best-in-class voice model and harness it to connect securely with customer accounts and banking workflows so that when I, as a customer call, I can have my, you know, problem resolved smoothly, efficiently, and, you know, securely.
20:44
Um, today's opportunity is so much around taking these capabilities and harnessing them to build, uh, reliable services.

11 MINS LATER

32:00
Oh.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.