… There’s something of a profit panic as the company tries to figure out how to make money from its scattershot AI enterprises, while Claude Code and Cowork from Anthropic emerged as the winners for enterprise AI spending. …
… It’s not augmented reality overlaid on the real world so much as on-demand, all-purpose menu with a handful of apps. …
… So naturally, when we’re swamped with demand, then that demand finds loads of nooks and crannies to get satisfied by. …
… Honestly, the biggest one was the impact opportunity that we saw with enterprise and government customers. When we started in 2014, these markets didn’t exist. The enterprise stuff was always part of our long-term vision, but nobody was really doing anything with these things in 2014. …