Brad Gerstner

right, to push back against AI, then David, I think that's what you're seeing at the state levels with Republican governors as well.

And so, you know, I think both of those are false narratives, but we need to get on the other side.

In China, they're not going to slow down.

So if we do an own goal here and slow down because we think somehow that this is the path to greater economic growth, it's going to be a real problem, both national security as well as economic security.

Brad, let's talk brass tacks before we move on to our next topic about ChatGPT and their revenue.

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.