Alex Heath

It

And short of the ads thing that they're doing, which we've talked about a lot, this is the way to do it.

It's to go after enterprise.

And they finally have a model and a product in Codex that is growing on that front, on the coding front, and finally can challenge what Claude has been able to do specifically on coding.

Definitely doesn't have the mind share, but has exploding usage.

And so, yeah, the super app idea makes a ton of sense.

And as does, you know, growing the enterprise push, if you look at it that way.

And I think this is just the beginning.

I mean, I think the super app idea is like, this is the future of all of these assistants.

I think Cloud Code is going to be

the interface to access what we think of as Claude the chatbot.

And I think the same will happen for ChatGPT.

Codex will eat it.

I think they view not focusing on coding and coding model progress earlier as a mistake, as a huge strategic mistake that they're now catching up on.

And they gave Anthropic the opening with cloud code that it has.

I'm not so sure about the consumer versus enterprise thing.

I mean, look, when you get to a billion-ish users...

You can kind of just figure it out.

That's like the hardest thing to do.

And, you know, what is harder, you know, Anthropix enterprise deployments or getting hundreds of millions of free users to be very retentive in your product?