"This is a very exciting moment. Rarely in markets do we see opportunities where two investors, faced with the same information, can draw two wildly different conclusions. It's also very clear that one of us is right - and one is wrong."
"As investors, it's good to be skeptical. And we agree with Sequoia that it's smart to be realistic about the gap between what's being spent on AI - and the revenue being generated, especially in the short-term. But there's a thin line between skepticism and outright pessimism."
"In times of technological sea change, we feel one needs to broaden the aperture, think in probabilities, and play the long game. It's not about where the technology is today; it's about where it could be in a few years from now."
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