Chamath

It's really... Have you guys worked with the O1 preview yet? I just literally have been using this new reasoning engine that... OpenAI released, and it is extraordinary. And it's kind of thinking about the next three or four prompts you would do. And I literally just got this while we're on the show. I've hit the limit for my paid account because this thing is so intense on compute, I guess.

Right.

Right.

One of the reasons why I'm bullish on this customer support use case is because there's a very large data set to train on. You've got all of the product documentation that companies have already created. You've got all of the previous email support. And calls. And calls, yeah. The calls have been recorded, so you can now train the AI on that. So there's a very large...

One of the reasons why I'm bullish on this customer support use case is because there's a very large data set to train on. You've got all of the product documentation that companies have already created. You've got all of the previous email support. And calls. And calls, yeah. The calls have been recorded, so you can now train the AI on that. So there's a very large...

body of data to train the AI model on. And it's not necessarily the most proprietary. It's not like dealing with people's medical records or even confidential legal documents, something like that. So the data is readily available. And then the foundation models are getting really good.

body of data to train the AI model on. And it's not necessarily the most proprietary. It's not like dealing with people's medical records or even confidential legal documents, something like that. So the data is readily available. And then the foundation models are getting really good.

I think there's a big question here about value capture, which is there's a number of startups now that are becoming very highly valued that are chasing this disruption, this sort of customer support agent disruption. And they're getting into very high valuations, even unicorn valuations already.

I think there's a big question here about value capture, which is there's a number of startups now that are becoming very highly valued that are chasing this disruption, this sort of customer support agent disruption. And they're getting into very high valuations, even unicorn valuations already.

And the question is, well, wait, if the foundation models are advancing at such a rate, like a year from now, why couldn't a developer, just a startup of a few guys, take next year's model and train it and then commoditize the

And the question is, well, wait, if the foundation models are advancing at such a rate, like a year from now, why couldn't a developer, just a startup of a few guys, take next year's model and train it and then commoditize the

Right.

Right.

It's just too easy. You'll be able to do it on a local computer. I mean, you'll just download the entire database of every call on a MacBook with an M3 and just run it.

It's just too easy. You'll be able to do it on a local computer. I mean, you'll just download the entire database of every call on a MacBook with an M3 and just run it.

Yeah. I mean, to restate it, watch people use a piece of software and then based on what they do, you could write the code, which you could take a video of a video game today, like Angry Birds. And somebody did this. You give the Angry Birds iPad game from 15 years ago to AI, it's going to back into the code. just by watching it. So why not just watch people use Salesforce or Workday?

Yeah. I mean, to restate it, watch people use a piece of software and then based on what they do, you could write the code, which you could take a video of a video game today, like Angry Birds. And somebody did this. You give the Angry Birds iPad game from 15 years ago to AI, it's going to back into the code. just by watching it. So why not just watch people use Salesforce or Workday?

Well, I saw the Klarna story where they said they were going to rip out Salesforce and Workday because they were able to write their own bespoke code using AI. I mean, I have to say I'm a little bit skeptical of that story for a couple of reasons. One is... If that's their goal, why wouldn't they have open-sourced these products they created?

Well, I saw the Klarna story where they said they were going to rip out Salesforce and Workday because they were able to write their own bespoke code using AI. I mean, I have to say I'm a little bit skeptical of that story for a couple of reasons. One is... If that's their goal, why wouldn't they have open-sourced these products they created?

You might as well get the whole ecosystem working on it because they're not trying to sell this product that they've internally created. They're just trying to rip out the cost, so why not let the whole ecosystem see it? The other thing is, if it's so easy to do, why hasn't the market already been flooded with new startups that are effectively able to reverse-engineer