Casey Newton

And then there's like another more

base level, which is just like these people are all just rivals and they have these petty, longstanding grudges and they just don't like each other very much.

And so you can interpret a lot of what happens in AI through the lens of personal animus.

Right.

Casey, some people have been looking at all of this drama and intrigue surrounding OpenAI from the trial to the Microsoft deal to these missed growth projections and saying some version of like,

OpenAI is in trouble.

They are not going to make it to an IPO.

They are going to sputter out and maybe end up in some real hot water and maybe Elon Musk wins this trial and it's the end of OpenAI as we know it.

What do you make of those gloomy predictions?

Yeah, I mean, I think there's this interesting fallacy in the AI industry where it's like there will be only one winner, right?

Everything is zero sum.

If OpenAI is having a bad month, it's because, you know, Anthropic is having a good month or Google D-Mind is having a good month and vice versa.

Like, their sort of growth comes at the expense of all the others.

I think that feeling is shared by among others, the executives of these companies.

But I just don't think it's true.

I think that there are going to be a handful of companies that are just going to rise and fall together.

That if your models are in the top tier, you are going to be fine as long as they stay in the top tier and the rising tide of AI adoption will lift all boats.

That's more my feeling.

I hope so.

I hope so.