Andy Halliday

Let me add that one of the things about tinkering with AI now is you have AI as an assistant to help you with your tinkering.

So I'd be, frankly, quite lost or at least a lot slower about this process.

If I didn't have Claude and or Gemini over my shoulder, me giving it questions and asking it to tell me expressly how to do this setup.

And that's really an advantage.

You know, waiting and waiting for GBD-5 to come out.

And it did come out, and it was tuned in such a way that it was disappointing to many people who had become accustomed to 4.0.

But then 5.2, this sort of mini improvement step, really made a huge difference.

It was a dramatic improvement on the complaint spaces around 5.

And now 5.2 is really a general application, F-Rentier model that does everything very well.

Good point.

I have an open AI weave.

that weaves further into Anthropic because this is really going to come together as a bit of a succession of bad news items for Anthropic.

So the first one is that, you know, OpenAI is in the midst of doing a major round, around $100 billion raised in order to fund their capital expansion and further model development.

And it's justified to invest that level of money if that investment

One billion number of monthly active users, which is what they're approximating, right?

If that starts to monetize better across a range of products that Fijisimo as the president of product at OpenAI is successful in delivering more and more things.

So, Amazon, which previously was an investor in Anthropic and still is right they own a piece of Anthropic.

They're negotiating for a potential half of that $100 billion position.

That's being added to the cap table of open AI and at around a 750 to 800 billion dollar valuation because of the scale of open AI and its leadership in the space in some respects.

Of course, they have competition with Anthropic particularly and also Gemini.