Beth

And it's right before the holiday.

So that's the first piece of information.

The second piece of information is this leak-ish of words.

Altman's Code Red memo, which seemed to be in response, and it's an internal memo, seemed to be in response to Google and Gemini taking over the top leaderboards of their things.

And I suspect pairing with that a general disappointment with 5.1, which was going to fix 5.0.

it it's not like it did make five better right 5.1 is noticeably better than five but compared to other things and also uh you know the deep seeks that were just released the the new models are uh are equal or higher than what they're doing so even though we just had a conversation like

last week, this week, about moving toward ads, right?

They're going to add ads.

They're going to do a bunch of stuff.

Carl talked about Pulse.

What we're seeing is information saying that they're pausing that and they're devoting everything to the launch of a new, better model.

So the idea here is that

Does it matter if shitmas happens, right?

Does the lack of shitmas hype and leak of the code red memo mean panic, strategy, stagnation, chasing, leaving?

Like, what do we think?

So that's interesting.

And just the fact of that podcast would also be like Shipmas Nah, right?

Yeah.

And will you say the name of the podcast again?

Yeah, that makes sense.