Brad Gerstner

Google, Apple make these products free.

They have pretty robust ad networks.

That's a massive headwind.

Then on top of that, in the startup community, we just talked about Cursor, people are not trusting OpenAI and their API anymore because they know OpenAI is creating competing services.

There is a big movement in the startup community to not use OpenAI's API products.

How confident are you that with those two headwinds, free for consumers and better products, right?

Gemini is a great product.

Rock's a great product.

Claude's a great product.

A lot of great product out there.

And I don't think consumers can tell the difference.

Why would they pay $240 if they can get it for free from Google?

And then second, startups are realizing, hey, Sam has to make a lot of money.

Therefore, he's going to do what Microsoft did.

There was a company called Lotus123.

There was a company called WordPerfect that were on the Microsoft platform, Windows, and then Microsoft killed them.

People right now are experiencing that from OpenAI.

How concerned are you about the revenue growth?

Yeah, I mean, listen, I'm betting in the super cycle.

This is the biggest super cycle of all of our lives.