Brad Gerstner

If they're at 20 billion in revenue run rate, I think it's pretty well known their majority of their revenue is consumer.

75% is the number I heard.

You can tell me if that aligns with your estimates as well.

And cost 20 bucks a month, 240 a year.

That's about 60 million paid subscriptions a year.

And then on the other side, you got Anthropic, which has kind of got the opposite, right?

They're mostly APIs.

And do those roughly correlate with what you know, Brad?

Well, I would just say they correlate with what the information is reported as leaked, you know, data from both companies.

And that makes them both the fastest growing companies in the history of Silicon Valley.

Let's just be clear about that.

But specifically the 75% coming from consumer from OpenAI.

Yeah, I think it's well known more comes from consumer at OpenAI and more comes from enterprise.

Yeah.

Two challenging questions for you since you have a big bet here.

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.