Chamath Palihapitiya

I think they'll probably hit it in the next month or two.

Certainly they had 900 million two or three months ago.

So it's about 5%.

Where do you think this winds up?

Do you think it becomes...

you know, 300, 400, 500 million consumers are willing to pay 20 bucks a month for this?

Or do you think it's more free and the data and the ad supportedness of it go the meta and the Google route?

Obviously, both can work.

The question is, which one?

I guess it really comes down to how motivated do we think Google and Facebook will be to build that bridge from their ad networks to their AI offerings?

Obviously, Facebook is kind of MIA in all of this, but Google is not.

And I think that will be the determinant here is.

And Sax, I think you weren't on the pod last week or maybe two or three weeks ago, but Google has announced Google Workspace Studio to do AI automation.

And it's, yeah, it's online and people are playing with it already.

So they have joined the OpenClaw party.

And GC has a big move in this.

Hamant was on the program in January when we did the interview show, and he's got GC buying up and rolling up accounting firms, et cetera, healthcare firms, hospitals, et cetera.

This seems to be part of the future of venture capital is taking AI sacks

and actually buying out, or I should say big VC, kind of starting to look like private equity, buying out hospitals, accounting firms, business processing firms in India, putting them all together, and then running them with AI.

So any final thoughts on that, Sax, as a business strategy?