Alex Heath

Like there's a reason everyone is doing this.

It's kind of crazy, especially this week, the amount of departure notes like this, like the one you mentioned.

And it's all these vagaries and it gets a ton of views because it's the same feeling.

The feeling behind those views is the same feeling behind, you know, all legal stocks selling off when Anthropic does something, right?

Everyone is looking for what is actually happening because they feel that the world around them is changing and they feel that it's changing in a way they can't control.

And so these, you know, hollowed places that these people work, you know, they come out and they get to like maybe say something and it's like, yeah, man, I mean, actually tell me what's going on.

That'd be nice.

Well, they're the market leader.

They have 800 plus million weekly users.

They're the definitely household name, right?

They're the Kleenex of AI.

And I think everyone wants to swing at that.

And I think people also perceive a moment of weakness, right?

They did the code red when Google's Gemini really got better at the end of last year.

By the way, Fiji told me that they hope to lift that code red when their next big model comes out, which I think could be as soon as a month or two.

So they were on their back foot, I think, for the first time since ChatGPT really launched towards the back half of last year.

And I think Anthropic, Google, Meta, everyone else sees that opening of weakness and goes, let's pounce.

Now, I think...

Codex is putting them back in the conversation on coding.

It's growing very much, and I think they're happy with it.