Azeem Azhar

And so to that extent, I think you do have to start now.

You should start now.

You should have actually started a year and a half ago.

So if you haven't, you might want to just drop off this call now and get going.

We know that Gemini has done well.

We know that OpenAI's traffic to ChatGPT has declined a little bit.

We don't know whether that's not seasonal.

We also don't know whether beyond a few early advanced users, people have actually

started to use ChatGPT less.

But I think there is a really important thing at the heart of that question, which is, does OpenAI have a really distinct way of thinking about what their position in the market is?

And

You know, I think that they went out to conquer a lot of ground, and they've done that really successfully with sovereign deals all over the world, with special products for the Brazilian, the Indian market, and some other countries, with, you know, an enterprise offering, with ChatGPT obviously doing very, very well, and now big enterprise deals with companies like Accenture and Emirates and others, and they keep on rolling down.

I think there was one with a company that provides stock market data yesterday,

It's a lot to ask, though, to chase lots of different spaces.

It's not what a Y Combinator startup would do.

You know, you would find your beachhead, you would get on your beachhead, you would understand the customer, and then you would grow from there.

And I think one challenge was that nobody knew ChatGPT would be successful.

You got...

product take up before you'd understood why you had product market fit.

And that's why the product itself has felt a bit experimental and perhaps not improving in the ways that we might think.