Andy Halliday

And they're doing really well, and they're going to achieve profitability before OpenAI can, possibly, unless some magic formula comes out of OpenAI, because of their focus and their discipline around providing really capable enterprise-oriented assistance.

Now, while Fijicimo, as the president of product inside OpenAI, is focusing on how do we make

productize and monetize these things that ai can do for this vast user base meanwhile uh you know anthropic has a really entrenched position with many many enterprises and so open ai has to now shift resources over to okay let's do frontier you can you know

Agent models inside the enterprise are really where we need to go.

So now we have this product line and we're going to be doing subscriptions to, to enterprise to buy the frontier model, which is available only under, you know, enterprise plans to my knowledge.

And it's like,

You're going to have to pay to get the frontier platform.

So that seems like their model is suddenly, okay, we're going to not only do what Anthropic's doing and try to displace them there, but we're going to try to do what Gemini's doing here.

And you see how they get caught in the middle, straddling these different strategies and trying to encompass them all.

And, and, and what Sam Altman has said, you know, previously, as you pointed out earlier, Brian, Sam Altman said, you know, ads, you know, I'm, I, you know, I, I feel it'd be a last resort was what he said that we would do ads.

Well, now he's forced to do ads and now he has to justify those ads.

And Dario Amadeus is saying, you know, this is what it looks like for you to do ads.

Yeah.

And they're doing a parody that shows these AI assistants suddenly interjecting in the middle of a very important conversation, a commercial proposition.

Oh, wouldn't you like to have this?

Anyway.

And that's going to be around Super Bowl.

And there's going to be more Super Bowl ads, some of them not attack ads.

But who knows?

You know, AI ads can be generated very, very quickly.