Andy Cross

It sounds like SpaceX is the first one kind of out of the gate, but OpenAI, Anthropic, Databricks has always been in there.

If Anthropic goes or OpenAI goes, I think the other one has to go.

Well, OpenAI, I think, is going to be a little bit more difficult.

They just need so much capital, more capital than Anthropic does right now.

And as we've seen over the past couple weeks, they're really trying to find what kind of company they are going to be and where they're going to focus on and how do they drive their enterprise subscription, which, you know,

A year or two years ago was all talk about OpenAI and Anthropic was this little kind of interesting bubbling upstart that's kind of mixing things up.

And now the narrative has completely changed and the world has really started to focus much more on the enterprise licensing and business model of Anthropic and how OpenAI can compete with that.

I don't know.

I think March 9th, 2000 was the date, because I just have that in my head, at least.

That's what I remember.

No, I'm saying March 9th.

I think it was like March... Oh, you know what?

Yes.

Yes.

Maybe you're right.

Yes.

March 9th, 2009...

Was the bottom of the great financial crisis.

But what was March 2000 was also of the high of the NASDAQ peak.

Yeah.