Anish Acharya

Like, it's the biggest AI consumer product by many orders of magnitude.

It really is.

Mm-hmm.

And it's the first product to hit that kind of scale in that short of a time period in the history of technology.

So they've got a sort of unassailable advantage in consumer.

I think that's one.

And then if you just look at the model quality, I think we both experienced this.

Like the Codex models are excellent.

I think the Codex harness is a little behind Cloud Code.

And I hope they'll fix that.

But I think that that's like a hill climb that they can do.

On model quality, they're right there.

And we're hearing that the new OpenAI model, which is going to hopefully come in the next few weeks, will be just as good as the sort of super secret, you know, my first model that's too dangerous to release.

Do you buy that too dangerous to release?

I don't buy it.

I mean, maybe, but look, I think that if you actually have a model like that, there's like four independent things that I think about.

So first of all, let's even assume that it's six months ahead of our geopolitical rivals.

The first thing you probably do is use it for offensive capabilities, right?

To hack others.

The second thing you do is to lock down all your defensive.