Anish Acharya

Exactly.

I think the third question, which Mark pointed out, and I think Stratechery wrote about this first, is do they even have the compute for it?

Like it might just be that they have a GPU shortage, which is also why they sort of nerfed Opus 4.6.

I don't know if you followed this.

They took down the default thinking level from high to medium.

People are complaining that it's nerfed.

It's nerfed because they may be trying to free up GPU capacity.

So it may be an infrared problem.

And the last bit is just like the aura farming of them having a model that's too dangerous for the world to handle.

Like how can you have better marketing than that?

There's no better marketing than that.

So it's unclear to me that it's actually too dangerous.

There are a lot of other reasons why they might actually be holding it back.

Yeah.

I mean, Boris has said it a few times.

We don't write any code on Cloud Code.

Cloud Code writes Cloud Code.

So I do buy it.

And how can that not be true?

It's your and I lived experience as well, right?