The speaker expects horizontal AI tools such as Claude and ChatGPT to satisfy some demand for work software, while other users will seek more capable or specialized tools.

“and tools. And like I think ultimately it's hard to be bearish on any of them, mostly because the the demand for software, demand for tooling to do your job is just huge. And some of it yes is gonna be fulfilled by horizontal generalize”

“tools like the clause and chat G_P_T_s and some of it you're just gonna want something better.”