Anish Acharya

obvious in a way that it was too late.

Right.

Even OpenClaw, right, which was originally called Quadbot, I think.

Quadbot, yeah.

Yeah, Quadbot.

So even though there's been a thousand forks of it, it's literally open source, OpenClaw itself still dominates conversation.

Yeah.

Right?

We're not talking about the 10 OpenClaws that have equal market share.

We're talking about OpenClaws.

So there are these compounding effects that are sometimes less intellectually satisfying than network effects, software modes, whatever.

The thing I worry the most about with consumer software is that the costs are too high to have a free model, really for very long.

I was talking to Signal, who's launching a product in the next couple of weeks, a consumer product, and he was saying, hey, dude, I need to raise like $25 million if I want to have 100,000 mouths.

And by the way, the money will go quickly.

So the fact that you don't have this sort of zero marginal cost of distribution benefit, which has really advantaged consumer founders in the past, I think is a major drag on the ability of consumer founders to scale things to a lot of people.

We're not in all of them, but we're in Mistral, we're in OpenAI.

Anthropic or no?

We're not in Anthropic.

Okay.

Well, I think it's easy to over-rotate on some of the conversations on X. If you sort of zoom out and you look at OpenAI, first of all, they've got, I don't know, 950 million weekly actives.