Azeem Azhar

I think the sensible thing to do as a boss is to see that and say, I'm not going to be lackadaisical about this.

I'm going to prepare for the worst and sort of drive the team as if this really, really is real.

where do I think value will accrue in the value chain?

And, you know, the mantra this week, Mark Benioff said it as well, has been, you know, if you own the workflow, that's great because you can always swap out the model.

And I'm definitely seeing stories of companies preparing to swap out models and building the tools they need.

So it may be interesting, your firm may have this, if any of your companies are building this, just say so in the chat.

But the, you know, a model routing layer within your company, Company X,

that allows them to switch models in and out alongside all of the other prompt changes and guardrail trade changes that you might need based on availability or cost.

So in some sense, there's a downward pressure on models that don't differentiate themselves.

And I think that's where you see HSBC, which is a reasonably sized European and UK bank,

doing an enterprise deal with Mistral earlier this week, which makes the open source models out of France.

And I think that's where, again, you see someone like Claude, with Anthropix Claude, being really, really good at one thing, which is,

I mean, it's a great generalist model and we use it a lot, but it's really good at code generation.

And therefore, it's much harder to unpick it from those particular workflows because people get used to it.

What's the best strategy for middling powers?

Ah, it's a good one.

I mean, I'm working on a project with some other people on this question.

They do need to establish at the very minimum some class of sovereign stack, but what that looks like varies country to country.

So you probably will see some mini lateral arrangements between companies that might be sort of formally tied together, like in Europe, in the European Union, or

Just our neighbors, and you're certainly seeing that in sub-Saharan Africa where you start to say, okay, what are the things we actually need at each stage and what can we share in terms of provisioning compute and provisioning the power and the data and the data governance that we might need and even the talent?