Brad Gerstner

And this is why that won't work in the agent world, which is no one's going to think that way because if you're a white label service that's underneath the agent model, the most you can share is 10 of the 20.

And this is why that won't work in the agent world, which is no one's going to think that way because if you're a white label service that's underneath the agent model, the most you can share is 10 of the 20.

And this is why that won't work in the agent world, which is no one's going to think that way because if you're a white label service that's underneath the agent model, the most you can share is 10 of the 20.

Right, but it's replacing $50 for Google. That's my only point. By the way, another thing played out in this space, a little out of order of our competition, but there's this acronym people are starting to use, MCP, that is a way for you to represent...

Right, but it's replacing $50 for Google. That's my only point. By the way, another thing played out in this space, a little out of order of our competition, but there's this acronym people are starting to use, MCP, that is a way for you to represent...

Right, but it's replacing $50 for Google. That's my only point. By the way, another thing played out in this space, a little out of order of our competition, but there's this acronym people are starting to use, MCP, that is a way for you to represent...

your service, like if you were booking.com to a model so that it's not simply scraping your website, which is certainly not the ideal way to do this thing. That standard, I believe, got started in Anthropic, but OpenAI has agreed to support it.

your service, like if you were booking.com to a model so that it's not simply scraping your website, which is certainly not the ideal way to do this thing. That standard, I believe, got started in Anthropic, but OpenAI has agreed to support it.

your service, like if you were booking.com to a model so that it's not simply scraping your website, which is certainly not the ideal way to do this thing. That standard, I believe, got started in Anthropic, but OpenAI has agreed to support it.

And so another factor that plays out with whoever's most aggressive with the open standards is they might be able to take a lead in defining these things, which could be advantageous to them. And I got to tell you, you know, I meant to say this earlier when we were talking about the open source stuff, but I got to believe the anxiety is high at Google. I got to believe the anxiety is high at Meta.

And so another factor that plays out with whoever's most aggressive with the open standards is they might be able to take a lead in defining these things, which could be advantageous to them. And I got to tell you, you know, I meant to say this earlier when we were talking about the open source stuff, but I got to believe the anxiety is high at Google. I got to believe the anxiety is high at Meta.

And so another factor that plays out with whoever's most aggressive with the open standards is they might be able to take a lead in defining these things, which could be advantageous to them. And I got to tell you, you know, I meant to say this earlier when we were talking about the open source stuff, but I got to believe the anxiety is high at Google. I got to believe the anxiety is high at Meta.

We've seen some high executive shifts and departures also at Apple in terms of who's in charge of these things. And so I see those moves and I think that must represent anxiety. You know, these are, there's a lot at stake. And so it's, it'll be really interesting to see how open people are, how willing they are to be open with their models, how aggressive they are.

We've seen some high executive shifts and departures also at Apple in terms of who's in charge of these things. And so I see those moves and I think that must represent anxiety. You know, these are, there's a lot at stake. And so it's, it'll be really interesting to see how open people are, how willing they are to be open with their models, how aggressive they are.

We've seen some high executive shifts and departures also at Apple in terms of who's in charge of these things. And so I see those moves and I think that must represent anxiety. You know, these are, there's a lot at stake. And so it's, it'll be really interesting to see how open people are, how willing they are to be open with their models, how aggressive they are.

Because I think it's a really critical window. I'm talking about like next three to six months could dictate who's standing on top of the hill five, 10 years from now.

Because I think it's a really critical window. I'm talking about like next three to six months could dictate who's standing on top of the hill five, 10 years from now.

Because I think it's a really critical window. I'm talking about like next three to six months could dictate who's standing on top of the hill five, 10 years from now.

Before we run out of time, we had an IPO, which we haven't had very many of. Let's talk IPOs, both CoreWeave, but after that, let's just talk about IPOs in general.

Before we run out of time, we had an IPO, which we haven't had very many of. Let's talk IPOs, both CoreWeave, but after that, let's just talk about IPOs in general.