Comment by Eridrus

Not keen on outing myself by providing evidence, but I think we do generate more revenue by using AI. We launched new products with a small team and also optimized our outcome-pricing based product using AI several times. We also reduced costs by self-hosting more software.

But we're a tiny baby startup, so things like "spin up a new product with 1 engineer and get to $1m in revenue on it" or "reduce our IaaS bill by 300k/yr" is a meaningful contribution for us.

We're also building new AI-enabled software that was not possible before.

The big breakout hits have been AI Infra, but that makes sense from a technological perspective, Cisco made a lot of money well before Google did, but Cisco is not where the money concentrated in the end.

We don't really know what the equivalent of Google as an application business will be in the AI era, but there's a pretty big chance it's not actual Google. But Google still has to do it's best to hold on.