Chamath

And so why are you going to go way out on the risk curve and buy something at 200 times

revs, let alone earnings.

Yeah, the so I don't know, I'm, I'm more in the camp of, I think it's good to be first.

It's pretty decent to be second.

But if I were you, I would get the heck out and get public and get your money and fortify your balance sheet ASAP.

Because I think the risk builds the further down the IPO chain you're in.

It is.

I think you're bringing up a bunch of different points.

So let me just sort them out in the order that I think is important.

Is there a market for open AI at 800 billion?

Yes, and there should be.

When I read that press release, my mind was blown.

This is a...

I've never seen a business like this.

And I'd say the same thing of Anthropic.

What an incredible thing that both of these two companies have been able to create.

Nobody in the history of the world has ever seen two businesses like this at this scale, okay?

It's unbelievable.

These are trillion-dollar companies.

They both are.