Chamath Palihapitiya

And if you take a look at this, there's three players, and I'd like to get your guys' take on this, who really haven't shown up yet.

Apple, Meta,

and obviously Windows.

All three of those underrepresented.

If you give them credit for just getting, you know, a half point of market share here and starting to intercept, which I think those three players were here, will be here, they're going to be well under 50% market share.

And I think...

ChatGPT is going to have some big challenges there on the consumer side.

While they're doing this stuff in consumer, they are cutting back on all their side projects.

So you probably heard about the Sora video app.

That's been shut down.

This is kind of major news because Disney was going to put a billion dollars into opening as part of it, and they had done a licensing deal, and they were going to integrate Sora, this short video product, into Disney+.

All of that's now been canceled.

The billion is not going in, the billions not going in the licensing deal, all of that.

And then in addition, they're supposedly at open AI, a newfound focus on chasing anthropic down the enterprise path.

So getting off their game, getting a little discombobulated, perhaps, or maybe getting focused on what matters, which is

enterprise, apparently in terms of revenue opening, I also offered private equity investors a guaranteed minimum return of 17.5% as part of a joint venture that would help PE firms deploy AI

and ease the high upfront cost of that.

So lots of questions here, Chamath, I don't know if you've tracked this PE model, but obviously, a lot of people are doing roll ups in services, accounting, legal, Josh Kushner's got a big effort here, a bunch of private equity firms, trying to essentially, I guess, and run

the transition process and arguably what you're doing with the software factory at 8090.

So your thoughts on open AI and this pivot and this private equity?