The diffusion of AI capability is going to take longer than people in Silicon Valley realize. >> It's just absurd to think you're going to vibe code your way to like SAP. All of that domain knowledge, it's not just represented in some well orchestrated data layer.>> The engineering compute budget conversation is going to be the most wild one in the next couple years. >> The biggest problem right now is everybody is trying to figure out the economics of all of this when they're off by at least an order of ma ...