Chamath Palihapitiya

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.

across vertical things for specific purposes.

across vertical things for specific purposes.

So yes, I may use Grok image because I love that and it's just much better, but then I may use Anthropic for CodeGen while I use Gemini for deep research and then I use ChatGPT for conversational search.

So yes, I may use Grok image because I love that and it's just much better, but then I may use Anthropic for CodeGen while I use Gemini for deep research and then I use ChatGPT for conversational search.

Yes.

Yes.

Now all of a sudden I'm using all four.

Now all of a sudden I'm using all four.

That's highly realistic, that outcome.

That's highly realistic, that outcome.

In fact, I look at my phone now.

In fact, I look at my phone now.

I try to limit the number of apps on the phone, but I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them and I just keep going back and forth between them now.

I try to limit the number of apps on the phone, but I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them and I just keep going back and forth between them now.

I think it's different reason, actually.

I think it's different reason, actually.

The reason why they will do it is because they have such an inordinate amount of cash and that cash is valueless on the balance sheet.

The reason why they will do it is because they have such an inordinate amount of cash and that cash is valueless on the balance sheet.

So you might as well just rip it in.