Chamath Palihapitiya

Gemini now is right behind 700, 750 million users.

And it's exactly what we discussed, I don't know, 18 months ago on this podcast, Freeberg, that what if they put it at the top?

And what would that do to their search revenue?

Search revenue is surging, and they're also surging.

So they figured out a way to balance those two competing forces, having search results that are AI-enabled,

and still getting people to click on links.

They've done it brilliantly, apparently.

And the stock is rewarding them.

I'll just add one statement to what you said, J. Cal, which is like you're using what I would call a human heuristic on smaller models.

And I think what we're evolving to is humans don't intuitively know what this model is.

It's not just a verticalized model.

But there are going to be models that will be discovered through automated pruning techniques that will then be working in concert.

So lots of small models that link together.

And we don't define each model by some human heuristic, like this is a search model.

Yeah, this is a maps model.

We don't know why these models work the way they do when they get broken down.

But I do think that that's really where the evolution is happening.

So effectively, a model becomes...

a macro model, it's got lots of smaller models underneath it, that can be dynamically called.

And that allows you to have 10x the inference for the same unit of energy sacks.