Daniel Khachab

It's not going to be everything's going to work from day one, and that's not what you should expect, and you should not oversell on it. It's not like, what's the day one accuracy? It's actually the rate of learning that needs to be as steep as possible.

It's not going to be everything's going to work from day one, and that's not what you should expect, and you should not oversell on it. It's not like, what's the day one accuracy? It's actually the rate of learning that needs to be as steep as possible.

Excellent question. So I think, for example, what Entropic has done with computer use two or three days ago It's quite magical, actually.

Excellent question. So I think, for example, what Entropic has done with computer use two or three days ago It's quite magical, actually.

Excellent question. So I think, for example, what Entropic has done with computer use two or three days ago It's quite magical, actually.

Yeah, essentially, Entrafic will take over your computer, and it can click for you, look up things for you, fill out forms. You do everything a human does with a computer. It can essentially take over your mouse and your keyboard, and then you're prompted to tell it what to do.

Yeah, essentially, Entrafic will take over your computer, and it can click for you, look up things for you, fill out forms. You do everything a human does with a computer. It can essentially take over your mouse and your keyboard, and then you're prompted to tell it what to do.

Yeah, essentially, Entrafic will take over your computer, and it can click for you, look up things for you, fill out forms. You do everything a human does with a computer. It can essentially take over your mouse and your keyboard, and then you're prompted to tell it what to do.

More or less, yes. A very, very smart RPA. And so one could argue that's application layer because RPAs exist. One could argue that's foundational layer. What is it? I think another way to think about it is how are incumbents really doing? But essentially, I think they're doing quite well.

More or less, yes. A very, very smart RPA. And so one could argue that's application layer because RPAs exist. One could argue that's foundational layer. What is it? I think another way to think about it is how are incumbents really doing? But essentially, I think they're doing quite well.

More or less, yes. A very, very smart RPA. And so one could argue that's application layer because RPAs exist. One could argue that's foundational layer. What is it? I think another way to think about it is how are incumbents really doing? But essentially, I think they're doing quite well.

But the problem is, which is advantage for the application layer for us, it's starting to get more and more commoditized and the price decrease almost on a monthly level. 100%. Like, we literally had to do nothing, and our price is now 80% lower than six months ago, despite probably having five or six transactions.

But the problem is, which is advantage for the application layer for us, it's starting to get more and more commoditized and the price decrease almost on a monthly level. 100%. Like, we literally had to do nothing, and our price is now 80% lower than six months ago, despite probably having five or six transactions.

But the problem is, which is advantage for the application layer for us, it's starting to get more and more commoditized and the price decrease almost on a monthly level. 100%. Like, we literally had to do nothing, and our price is now 80% lower than six months ago, despite probably having five or six transactions.

100% utility and functionality, just because we are at that level of maturity or non-maturity, it's just about like build value first and later on we think about cost. So we didn't invest anything in cost, but our cost still went down despite volume going up. So to that point, should foundational layer companies go on the application layer? Maybe, because the rest might be commodities.

100% utility and functionality, just because we are at that level of maturity or non-maturity, it's just about like build value first and later on we think about cost. So we didn't invest anything in cost, but our cost still went down despite volume going up. So to that point, should foundational layer companies go on the application layer? Maybe, because the rest might be commodities.

100% utility and functionality, just because we are at that level of maturity or non-maturity, it's just about like build value first and later on we think about cost. So we didn't invest anything in cost, but our cost still went down despite volume going up. So to that point, should foundational layer companies go on the application layer? Maybe, because the rest might be commodities.

So I'm not sure if these numbers are right, but I recently read that Entrofic is more or less doing 60% of the revenue of OpenAI. And they do this with less customers, so they kind of achieve a higher price point. Plus the recent release of computer use. So probably do Entrofic. Having said that, I mean, you know, there's been so much shitstorm about OpenAI.

So I'm not sure if these numbers are right, but I recently read that Entrofic is more or less doing 60% of the revenue of OpenAI. And they do this with less customers, so they kind of achieve a higher price point. Plus the recent release of computer use. So probably do Entrofic. Having said that, I mean, you know, there's been so much shitstorm about OpenAI.

So I'm not sure if these numbers are right, but I recently read that Entrofic is more or less doing 60% of the revenue of OpenAI. And they do this with less customers, so they kind of achieve a higher price point. Plus the recent release of computer use. So probably do Entrofic. Having said that, I mean, you know, there's been so much shitstorm about OpenAI.