Azeem Azhar

If I put it into Claude or GPT-4, it doesn't work as well.

And I think that that is an interesting observation.

The models will have many different classes of capabilities.

And the question is, will you be able to serve a sufficient portfolio of them?

And I do think that these open source models will be something of a threat.

Let's just come back to the original question, which is, would you be a buyer or a seller of OpenAI at that price?

My simplified math, which I'll talk about tomorrow in my essay, did suggest, and it surprised me, that there is this sort of path.

It's not beyond the bounds of reasoning.

It was a really fun thought experiment.

It's going to be really interesting to watch whether OpenAI can continue to execute, whether competition shapes up in surprising ways, whether the market structure evolves, whether there are surprising scientific breakthroughs.

Definitely something to watch over the next

few years.

In the meantime thank you everyone for joining me today and have a wonderful weekend.

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