@gweeyc I mean some law firms still use software that runs on DoS. Do you really think a measly $500mn is going to make a difference in the legal AI arms race. Iโd argue Kirkland is kidding itself here.
@stockthoughts81 His whole thesis is predicated on CIO/CTOs wanting to pay for tokens, MCP connections/data and a workstationโฆ this is a race to the bottom and none of this ASV growth is going to flow through to EPS.