Brad Gerstner

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.

The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.

The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.

And once again, great for consumers.

And once again, great for consumers.

And once again, great for consumers.

There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.

There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.

There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.

What was announced?

What was announced?

What was announced?

Yeah, and I also read that there are still contingencies on whether the full conversion from a nonprofit to a for-profit happens. So I think there's some stuff. If that's true, there's still some stuff to play out. But one thing I would say when I witnessed this from afar, and once again, you're involved, I'm not. So correct me if I'm wrong.

Yeah, and I also read that there are still contingencies on whether the full conversion from a nonprofit to a for-profit happens. So I think there's some stuff. If that's true, there's still some stuff to play out. But one thing I would say when I witnessed this from afar, and once again, you're involved, I'm not. So correct me if I'm wrong.