Bipul Sinha on Rubrik, Risk, and Reinvention

You're absolutely right.

This is the kind of time that people need like you who can think from three different angles.

So we want to talk a lot about rubric.

But, you know, given your different perspective, I want to hear, you know, like a lot of times it's coming out as I'm talking to a lot of investors.

You know, we used to say software revolution.

going to eat the world.

Now AI is coming and disrupting software.

And for the first time, technology companies are being disrupted by technology companies.

So what do you think about AI? Do you think AI will significantly change the software landscape? A lot of software companies will really struggle.

What's your view on AI and how that impacts software industry?

Let me give you a little bit of my own framework as how to think about AI.

If you go back in time, we were an agrarian economy.

Call it like 300, 400 years ago.

From agrarian economy, we went into industrial economy.

And with the advent of computer, we went into the knowledge economy.

And knowledge economy stayed with us for many, many years, several decades.

And with this chat GPT moment with generative AI, We are transitioning into an intuition economy from a knowledge economy.

And knowledge economy is pretty much over because knowledge is now at the fingertip of everyone around the world.

Anybody with high bandwidth data access and a mobile phone has all the world's knowledge in their fingertips.

So how do they create value? They create value by connecting new dots.

by creating new knowledge, by finding something that has not been found yet, by going into the unknown.

And this is where the value will be created.

And AI worker will do the knowledge work and human workers will do intuition work.

So now think about software.

Software in the era of knowledge was there to enhance our productivity.