Caspar Eliot

Something very erudite.

Mark Andreessen.

Oh, Mark Andreessen.

I think, you know what it is?

I think it's,

Okay, there's two parts to this.

I think there's, you know, number one is, like, everyone can see the flaws in the AI for their particular skill set.

It's sort of like when you read the news in your industry and you, like, know what they get wrong versus what they get right.

But then you read the news in another industry and you're like, oh, it sounds like, you know, like, you just kind of take it at face value.

Everything they say on that one, yeah.

Yes, exactly.

But then I think there's the other component to it, which is people will always want to work with other people.

Like when you get to a certain level of success, you're going to want people to offload stuff to or like partners to work with, bounce ideas off of.

I don't think that's where we're going to go, right?

Yeah, exactly.

So then getting back to data for a second here, if data is critical and expensive, are we heading towards a world where access to high quality training data becomes the biggest moat?

Like, what's your take on that?

Especially in physical industries like you're saying.

That's so true.

Yeah, we just wrote about Waymo and how the Waymo safety data is actually really, really impressive when you look at it, especially when you compare it to human drivers.