> “In the space of the last six months, we have gone from, oh crap, three companies are going to sweep the table, like they did with the cloud — to wow, it’s re

> “In the space of the last six months, we have gone from, oh crap, three companies are going to sweep the table, like they did with the cloud — to wow, it’s really anyone’s game.” Is it? If his bet is on “enterprise search” as the pot of gold, why would the baseline assumption be anything other than Google dominating enterprises running on Workspace, and MS dominating enterprises running on MS? They also have the two most mature models with the biggest training data sets, and built-in customer bases for whom they can deploy capabilities at will.