Melisa Tokmak

“I'm not really there to cut your costs. Sure, that is happening in this way, but I'm really interested in — this is how you're going to make net new revenue... It would be pretty sad if we use AI only for cost cutting.”

“If you look at robotics capabilities today, it is quite far in terms of dexterity on how to be able to handle different types of screws even. What type of homes are this? How am I going up? How am I going into the tiny areas to be able to fix something?”

“OpenAI builds amazing products really fast, but also it kills them really fast. So I don't think enterprises are at least enterprises in these industries looking for that really fast.”

“Or in Anthropic's case, you know, Silicon Valley converged in the idea that they pulled ahead in coding agents or Claude because they had focus. But you see exactly the opposite in the enterprise case. There's about like 20 products.”

“Imagine Palantir or SpaceX or Notion, who really care about craftsmanship. And really delivering for their audience for many, many years.”