Chamath Palihapitiya

they can still be in a good place.

I think you're right that this market probably gets split up three or four ways.

I think you're right that this market probably gets split up three or four ways.

And so the winner probably gets a third of the market.

And so the winner probably gets a third of the market.

Most other markets that end up in a three or four person race ends up in that space.

Most other markets that end up in a three or four person race ends up in that space.

But a third of a market can still be very valuable if that market has five or six billion people using it.

But a third of a market can still be very valuable if that market has five or six billion people using it.

Absolutely.

Absolutely.

It's going to be tremendous.

It's going to be tremendous.

Yeah.

Yeah.

And that can still support a multi trillion dollar market cap.

And that can still support a multi trillion dollar market cap.

So I don't think it's it's by any means a death knell for open AI.

So I don't think it's it's by any means a death knell for open AI.

But it does mean that a lot of these projects probably need to get shuttered because you need to just do a few things very, very well, because consumers will start to split their purchasing decisions, if you will, or their usage decisions.