Azeem Azhar

They move at different clock speeds.

They need to do different things.

And if you look at companies that are big and successful that have done that, Google would be a great example there with, you know, Google as a consumer search engine, then moving into publisher and advertising services, then into Google enterprise services and the cloud.

Another good example would be Amazon with going from retail through to AWS.

Another example would, of course, be someone like Microsoft.

The computing industry was just so different when Microsoft sort of embedded itself in the late 1980s.

So I do think it's hard to serve both masters.

But that said...

The team in OpenAI has history to guide them.

They've got a really deep and talented bench now with people like Kevin Weil and Fiji Simo and others.

And perhaps that allows them to kind of, you know, run across both markets.

But there's another thing that I think is really important to bear in mind and what is, I think, underappreciated about these LLMs today, the software that we're using.

I ended up in a chat with a friend of mine who...

every morning uses ChatGPT to build social stories for her son who's autistic that allow him to understand what he will have to navigate that day.

And she described it as being a lifesaver.

Really, really remarkable story.

She has some agency.

She's got some ability to understand what he needs and can deliver that to him every day.

I also separately read about how KPMG, the accounting firm, had had dozens of its tax specialists build a 100-page prompt that can do several weeks' work of tax expert work

on inter-jurisdictional tax issues.