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I think we're already seeing two really big use cases. One is the age of personal software, where you as a person who has a need, you can just make something for yourself and you can use it for…
We had a very different approach to hiring than I think most companies did which was we just didn't hire till it hurt. And part of why we did that is we wanted to make sure that every person that…
I think a lot of folks treat that as like an ordered list where it's like, okay, do the product, okay, then do the market and then make the fit, but it's actually one thing where it's like the best…
I think the one of the things we got right very early on was we had a at the time somewhat novel approach to distribution. Now it's been copied over and over again. But we borrowed this tactic from a…
I do think that actually the biggest challenge is that, and this is, it's about how do you know that the code which is generated is going to work correctly for some kind of definition of correctness,…
I think that in theoretical in theoretical from the theoretical perspective is very hard for me to see how it's going to be ever solved. And fundamentally, because we know from that no axiomatic…
The one thing I see is that constant increase in complexity. That's for sure. Even the definition of agents, what was a what, What was an agent? Well, was an agent an LLM invoking a tool. But now…
I think that what I is there is some stock which is used by companies. There is, you know, it's like, and you know, you see, you know, you have at the lower level Kubernetes or Slurm under the hood.…
The part I want to emphasize is there's a beauty about having the durability of the business, but at the same time there are number of inflection points you just as you said rattled number of them.…
The whole AI for EDA started from the journey of reinforcement learning where we insert AI in every part of our products to a co-pilot or an assistant for the human engineer. And we've always thought…
The area that we are focused on when we talk about high-value IP opportunities is how do we capture the value that we're delivering to the customers and a different monetization and business model.…
Based on our momentum, leadership roadmap, and market signals, we are raising our full-year 2026 revenue, operating margin, EPS, and free cash flow guidance.
This is an exceptional moment to be the leading engineering solutions provider. EDA, IP, and multi-physics simulation have emerged as essential capabilities in the AI supply chain. AI scaling…
we think of it we call it team anywhere is our way we've done this which is really that our employees can work anywhere they want and if they choose to come and work in one of our offices they can do…
when i talk with our largest of customers um the the uh you know companies you would all know and do business with um they all have plans to move to the cloud like they say that you know it saves…
we have 30 000 you know server customers and we're aiming to move them over a multi-year period with end of life server and they've our customers have three years to make a decision to move across…
in q2 we generated 501 million dollars in revenue up 23 we also achieved subscription revenue growth of 36 during the quarter we added a record 11 617 net new customers of all sizes bringing our…
we're off to a strong start in our multi-year initiative to migrate our server customers to the cloud. second we continue to deliver mission critical solutions for our customers across large camps…
We believe that the conclusion of the negotiations between Korea and the US has helped to reduce uncertainties. We will actively monitor the detailed aspects of the agreement by closely paying…
Regarding the major client award I would like to foresee your kind understanding. We're not able to comment on detailed contractual terms. That being said, we have won a $16.5 billion order from…
We have won a $16.5 billion order from Tesla for a next generation product to be built based on our advanced process technology which demonstrates the competitive process capabilities. So with this…
We are at the forefront of a paradigm shift in smartphone interaction, which is a transition from app-centric to agent-centric and from touch-centric to multimodal interfaces. We're aiming for a more…
The Galaxy Z Fold 7, the thinnest and lightest model in the Fold series to date, combines the portability of a bar type phone with the expansive display of a tablet. Featuring ultra level features…
I would like something like universal basic income as low asset bar that so that you can take that 10% risk and go to college or train for a job. But something universal basic service that makes…
Single-payer health care. You form by the public with the understanding that we're investing public social infrastructure the way we need to invest in our free kids and our cell phone system and our…
The challenge is to have a business model where you succeed when your customer succeeds. And for a lot of stuff you succeed when the customer no longer needs you. That's the ideal in health care and…
There's information diabetes, which destroys your mind's ability to process good information. So, you consume it, but you don't absorb it or digest it. And then there's money diabetes, which destroys…
The most important thing is don't outsource what's important. And what's important is the ethics of your business. What's important is... you still need people to have a company. And the most…
The strongest argument you can make for public acceptance has to do with health and the number of premature deaths due to pollution from carbon is estimated now at, and I think this is the latest…
We learned lots of expensive lessons. Over three funds we invested about a billion dollars in 70 different green companies, most of which failed. But several of which did not. We continued to support…