Alex Heath

Like if you've got like AI God right around the corner.

So I think it also suggests that this model progress that gets hyped a lot in the industry is maybe not as dramatic as it's said.

But there's no, I think chat GPT is going to be around for a long time.

I think it's going to be big.

It's just ingrained.

You know, it's like the Kleenex of AI for a lot of people.

That takes a long time to unseat.

That's what Google managed to accomplish.

And sure, like, there will be nipping at the heels and at the edges of it, like what Claude is doing with a lot of, like, tech-related adopters right now, who just anecdotally, I...

I'm also part of this, but here just like switching from chat to cloud.

But in terms of your mass average consumer, chat is still the only AI experience that they have and that they know.

And that's just going to be very hard to unseat.

I don't have reporting to share on it.

I do agree with you that it's unusual and maybe a red flag.

Someone has been picking up the bill constantly.

And who is going to keep picking up the bill?

It comes back to why they need to do enterprise, why they need to do ads.

At the end of the day, you need to eventually control your own destiny, which as a company is producing free cash flow, right?

Which is what the Meta and Google and Apples of the world have, is they have control of their destiny because they have massive money canons.

And open AI right now is contingent on Sam's ability to convince another large pool of capital that he has somehow not already tapped to invest more money until they become profitable.