Dharmesh Shah

“And then just one quick add to Yomini's comments is around. This is one of those examples where as the frontier model companies make the models better and better, customer agents and other AI features within HubSpot get better and better as well.”

“So, you know, Anthropics Quad Cowork is still very early, And it's solving for consumer-oriented use cases, so it's still very early to kind of see our customers using it.”

“We are excited about this emerging new operating system, which is the AI operating system that’s happening now. Earlier this year, we released connectors for both ChatGPT and Claude.”

“So on the Agent.ai front, as Yamini mentioned, Agent.ai is one of our innovation bets and the thesis behind the bet is that the future is going to consist of tens of thousands and hundreds of thousands of agents all collaborating and working with each other to accomplish higher-order goals.”

“One on the kind of COGS side, there was already a dramatic reduction in COGS even before DeepSeek showed up on the scene. And that has now been like a spectacular reduction simply because of increased competition.”