Alex Heath

And I think Chat, ChatGPT, has started to reaccelerate its growth.

So we'll see if that shifts.

We'll see if the rhetoric around them shifts or not.

I mean, I do think those ads kind of fell flat at the Super Bowl.

There was some reporting on the brand sentiment and what people thought of them, and I don't think it really got the message across in the way that Anthropic hoped it would.

But, you know, the road is long here and everyone's trying to go public this year.

And that also increases the stakes because you have to be the winner.

You have to be seen as the market leader.

And I do think there's also just this philosophical alignment there.

that Google and Anthropic feel.

I noticed this in Davos, particularly with the heads of those companies, Demis Hassabis from Google DeepMind and Dario Amadei from Anthropic.

They were on a panel together.

I was at a dinner where they, you know, I heard Demis call Dario a good friend during Davos.

And I think, you know, Sam is pretty controversial.

And I think people want to band together to try to take on Sam's leadership position.

All right.

If you believe that markets work, what they do is they discover prices.

But what if we applied it to some of the most important pressing questions about our future?

No, nothing like that.

There are certain things that like people have interest in that could be about like a, well, nothing about like someone who works at a company or anything like that.