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Nathan Simon

Apr 15, 2026

6:42
How would you talk about that and kind of explain it further in terms of what the implications are?
6:49
I'm going to hedge.
6:50
I think on the demand side, where last year we probably were saying client side is really pausing and unsure how to proceed with AI.
7:04
I think that picture is clarifying.
7:06
So I think that this is clearly going to be a demand generating phenomenon.
7:14
We see that already.
7:16
So clients are spending money on how to transform their businesses and their organizations with AI.

6 MINS LATER

13:40
Why do you think that is? Why is AI different?

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