“One of the things I realized over the last month was that, we’re seeing such progress with Manas. I need to get back to founder mode.”
“Whoever is able to maximize this particular objective really will, by balancing accuracy, latency, cost, privacy and intelligence all together, they're going to win, that's what's going to…”
“That hybrid neutral orchestration layer is what we are doing, and that allows us to balance all the different objectives simultaneously.”
“Mistral's business is about turning "electrons into tokens" — the units of text generated and processed by AI models”
“This one-size-fits-all SaaS software … a lot of people are really tired and kind of frustrated with it, because they keep the data in siloes and people just want to customize.”
“One employee … one billion-dollar company. That wasn't possible before.”
“We intend to maintain and over time, grow our dividend as we continue to delever and build long-term value.”
“He replied that Pfizer will always explore merger and acquisition opportunities, but the company isn't planning to pursue a large-scale merger. Bourla added that the disruption of a mega…”
“We really only wanted to talk about it when the product was back from TSMC. It was working, the customer validated it, and we were ready for production.”
“Unlike Cursor, which he said has been operating at negative 23% gross margins, he argued Replit has the economics to make that path viable — even if he stopped short of ruling out a sale…”
“We integrated with Stripe a few months ago, and the transactions flowing through Replit are growing triple digits month over month.”
“Pretty soon, our customers will be making more revenue than we are.”
“Here’s one of the things that is a good dashboard to be looking at — doesn’t mean it’s a perfect example of productivity, but… how much token usage are people actually doing as they’re…”
“We should have, essentially, a weekly check-in. It doesn’t have to be everyone, all the time with each other –but a group check-in about ‘what did we try to do new this week, to use AI for…”
“There’s no perfect timeline or quarter I can give. The company’s ready and getting more ready for it every day.”
“The total addressable market of infrastructure has now grown, and it simply has no ceiling.”
“There's a willingness to invest. And so our and my excitement about investing long term in that region is just as strong as it's ever been.”
“We’re optimizing across the entire stack of software from architectures to chips, to systems, to system software, to the algorithms, to the applications.”
“And so distributed computing at the scale that we do, the CPU is a problem, the GPU is a problem, the networking is a problem, the switching is a problem. And distributing the workload…”
“The better computing company we become, the worse we became as a specialist.”