Keep pulling the thread on Ketan Karkhanis.
Upon becoming CEO, Hugo immediately began transforming Udemy from an online learning platform to an AI platform focused on reskilling the workforce.
ThoughtSpots believes it can take market share from legacy BI companies like Tableau because its AI-first approach provides a 10x advantage.
At ThoughtSpots, the HR and finance teams are leading AI adoption, allowing the company to double its business without doubling headcount in those departments.
Ketan Karkhanis predicts the enterprise software market is entering a three to five-year "upgrade super cycle" driven by AI.
An estimated 92 million knowledge workers across OECD countries will require reskilling due to the impact of AI.
The current AI-driven workforce dislocation will compress changes that took 50 years during the industrial revolution into just a few years.
AI has solved the "two sigma problem" in education by enabling mass customization of learning, providing the benefits of a personal tutor at scale.
ThoughtSpots expects to double its Annual Recurring Revenue (ARR) in the next year.
ThoughtSpots expects to double its customer count and revenue without doubling its headcount.
The combined Udemy and Coursera entity will be a company with $1.5 billion in revenue.
The rapid pace of AI development from companies like Anthropic requires Udemy to devote weekends to implementing new releases.
Ketan Karkhanis believes AI is the biggest equalizer for businesses since the internet.