Andy Halliday

And when, when his ideation stretches into these areas where, Oh, we're going to be a VC, uh,

We're going to be the AI VC.

Yeah.

So, Sam.

We're a micro basis, right?

On a micro basis.

We're going to manage that with millions of such investments.

It just doesn't make sense to me.

And I want to bring in the confrontation that's going to occur around the attack ads that Anthropic is pushing at OpenAI.

Super Bowl.

Yeah, no, but it's basically attacking the idea of ad-supported AI assistance and that they're going to have to be the delivery mechanism in some way of commercial propositions.

They may be really finely tuned ones, et cetera, and they may figure out ways to do it in a handsome way.

But, you know, Anthropic is clearly declaring that there's an...

mismatch of motivations on the part of the assistant, and there's a burden that's created by the need to monetize the assistant's actions in support of the user, and that that pushes them towards the subscription model, and they expect you to pay for the value that's delivered by that assistant.

This is in connection with what we've just been discussing, which is what can open AI focus on and what is open AI forced to focus on because they have approaching a billion users, the vast majority of which are free users.

So they have to satisfy that.

Why?

Because Gemini is also approaching a billion users.

And so they're in competition with Gemini.

Meanwhile, on the enterprise side, Anthropic has clearly demonstrated a better and more efficient business model.