Dan Shipper

And I think ChatGPT got left behind a little bit because ChatGPT as a...

As an app, it doesn't have access to your computer.

It has a desktop app, but that has always been sort of a sideshow.

And it's really like this chat thing that you can use.

Exactly.

And Cloud Code is just much more, from the beginning, an agent that you hand things off to and that has access to your whole computer and your whole life.

And that's a much better, much more fertile ground to grow more power and more work.

It can do more work for you than, okay, it's a really a website and now it's a mobile app and now it has a desktop app, but like, yeah, it just doesn't, it doesn't work for them.

And I think that they, to their credit,

even though it took a while, they realized this over the last like two or three months and like totally pivoted Codex and were leaning into it super hard.

And I think one really good piece of evidence for that is the Super Bowl commercial they ran was for Codex.

It was not for Chachapiti.

Yeah, right.

And you hear all these rumors about the internal kind of, they're reorganizing, they cut Sora, whatever.

I think that they're realizing this and they're like going full bore into it.

I mean, so far, I really like Codex.

I think they're doing a great job.

I agree.

I know that they're going... I mean, just not from any internal knowledge, but I do know just from looking at their tweets that they're really...

I think they're really looking at re-architecting the Codex app, but hopefully in a way that's not like, we're making a chat GPT, but we've realized how powerful this can be and we're pushing it as far as we can.