Andy Halliday

I think the connection to AI is that there will be agents that need information.

And if they can...

task a DoorDash driver to do it quickly, that'll be one of the fastest routes.

And so I think it's a forward-looking, forward-thinking approach by DoorDash.

Okay, I've got real AI news now.

So open AI.

Just yesterday, there was a report in the Wall Street Journal that basically covered what was happening behind the scenes, first in a town hall that was hosted by Fiji Simo, the CEO of Applications, and also Greg Brockman, OpenAI's president, who has become recently kind of notorious for being the source of $25 million of donation to Trump's super PAC.

And a headline about what was being said in that town hall meeting is that OpenAI wants to be anthropic.

Now, that's the translation.

But the CEO of applications, Fiji Simo, told employees that this is another Code Red moment that we have to meet.

And so what then came out of that is OpenAI's intention to create a super app which would consolidate the ChatGPT application, the Codex coding platform, and a web browser into a single desktop super app.

And that move would sort of try to head off the traction that Anthropic is getting with their desktop application and their range of different additions to that, including some that we can talk about here just in a moment.

But I just wanted to throw out that OpenAI is running scared.

uh, of what, what has happened with, with Anthropic in the first part of this year.

And specifically I read that 40%, which is a big percentage of new enterprise implementations are being, uh,

are being caught by Anthropic, not by OpenAI, which has something on the order of 20% of those.

So Anthropic is making headway in the enterprise market, and this OpenAI super app is targeted to enterprise commercial application, not to consumers.

But we will benefit as individual prosumers or consumers

But from the sort of further integration of the various tools there, I just want to add that I've been in the process of sort of resolving all of my efforts around the anthropic tool set.

And I had already started the extraction of memory from chat GPT.