Andy Halliday

Do you have something else you wanted to toss in?

I've got a couple more things.

You're on mute, Carl.

I'm curious about a couple things.

One is, obviously, OpenAI, because of their early association with Microsoft, had an opportunity to build enterprise tools that were tightly integrated with the Microsoft Office 365 environment.

Yeah.

And do you think it was Anthropic like just kind of ceding that territory to OpenAI because of that partnership and that ultimately they'll catch up in terms of the quality of their integrations with Office 365?

Yeah.

there's another million dollar idea from the daily AI show.

Go for it.

Thank you.

Thanks for offering that one.

I have a, a kind of a weave and in respect of, um, what's happening in the sort of, let's call it the AI bubble, not the AI bubble on the sort of infrastructure side and the huge investments that are required with questionable return on investment.

Ultimately, uh,

And that whole bubble is actually aggravated by the fact that the efficiencies that are being developed in the model side and the rapid advancements of the chip capabilities are degrading the lifetime, the useful lifetime of those huge investments.

Right.

So they don't have enough time to recoup the investment before they have to make another investment to get to the next level of compute.

All of that.

But there's this other question about the bubble, which is just, you know, is it really providing ROI in the workplace?

in the startup, in the technology sector?