Aaron Levie

I think there's like 10 higher psyops you would do if you wanted to get us to have a collapsing economy than going after drone deliveries. What would they be? Well, first of all, I think you'd have AI do a robot. I like conspiracy corner. I think you'd have a robot AI thing that runs amok. That's a good idea.

I think there's like 10 higher psyops you would do if you wanted to get us to have a collapsing economy than going after drone deliveries. What would they be? Well, first of all, I think you'd have AI do a robot. I like conspiracy corner. I think you'd have a robot AI thing that runs amok. That's a good idea.

Robocop. Yeah. Yeah, I think that would be way sooner than you worry about food delivery.

Robocop. Yeah. Yeah, I think that would be way sooner than you worry about food delivery.

I'm liking Geiger these days. Oh, you're into Geiger.

I'm liking Geiger these days. Oh, you're into Geiger.

Geiger Capital is good. I read them all. PC Braggs? PC Braggs? I think the nighttime thing would be, it would be at least typical of this government to do a Streisand effect of of just like, maybe if we cover it up, nobody will see. And then obviously it's the biggest thing. So yeah.

Geiger Capital is good. I read them all. PC Braggs? PC Braggs? I think the nighttime thing would be, it would be at least typical of this government to do a Streisand effect of of just like, maybe if we cover it up, nobody will see. And then obviously it's the biggest thing. So yeah.

Gary Gensler said he's super happy. I'm going skiing. That's enough. I'm going skiing. I thought it was cool how he read the entire congressional bill earlier.

Gary Gensler said he's super happy. I'm going skiing. That's enough. I'm going skiing. I thought it was cool how he read the entire congressional bill earlier.

J. Cal loves to filibuster.

J. Cal loves to filibuster.

I mean, we have a very similar model as what Shma said, which is we're agnostic, so we work with multiple AI vendors. But I think a friend deep in AI land a couple years ago, right before ChatsBT, said there's no secrets in AI. And I didn't totally understand kind of at the time. It hadn't registered what that meant.

I mean, we have a very similar model as what Shma said, which is we're agnostic, so we work with multiple AI vendors. But I think a friend deep in AI land a couple years ago, right before ChatsBT, said there's no secrets in AI. And I didn't totally understand kind of at the time. It hadn't registered what that meant.

But very quickly, it kind of became obvious, which is the research breakthroughs sort of propagate insanely quickly across the AI community.

But very quickly, it kind of became obvious, which is the research breakthroughs sort of propagate insanely quickly across the AI community.

And so back back to this Moss framework, if you just think about it as if the research effectively becomes open at some point in time quickly enough, because either the researchers move or people publish it or whatnot, then it really is a compute game and then maybe a data access game. And that means that there's four or five at scale players that can that can fund this.

And so back back to this Moss framework, if you just think about it as if the research effectively becomes open at some point in time quickly enough, because either the researchers move or people publish it or whatnot, then it really is a compute game and then maybe a data access game. And that means that there's four or five at scale players that can that can fund this.

And I think as we've seen in other areas where it's an infrastructure play, you eventually have the underlying service. With enough competition, you have the underlying service eventually trend toward the cost of the infrastructure. So what we should expect is that the price of a token in AI land, you know, basically will be whatever the price of running the computers are.

And I think as we've seen in other areas where it's an infrastructure play, you eventually have the underlying service. With enough competition, you have the underlying service eventually trend toward the cost of the infrastructure. So what we should expect is that the price of a token in AI land, you know, basically will be whatever the price of running the computers are.