In short: Named with Cognition as the niche-AI winners. "The increasingly very large companies that need a niche needs and take on this like liability and trust aspect are going to continue to do exceptionally well, whether that's cognition or whether that's Harvey… we're an AI company, but we really only do this one thing and we do it really well. And you can think of them like a software company."
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.