David Friedberg

I mean, they're...

Release cadence is extraordinary.

They've basically supplanted OpenClaw already with this release they did a few days ago.

And then today, the new Opus model got dropped.

So there's something about the momentum, not necessarily just in user growth, but in how they're operating this business that just seems to be head and shoulders above everyone else in the cadence of upgrades.

If I look back six months ago, I think we were pretty heavy on Cursor.

And Gemini, and now I think we're probably 90% anthropic in just the last six months in my organization.

There's something very powerful about the flywheel they have going on.

which is exactly, Sax, what the legacy Mag7 are doing.

You have massive profits from Meta's core business, Google's core business that are being redeployed into infrastructure, and even Tesla, which has a lot of profits, and SpaceX, which has a lot of cash on hand, and they're building out Colossus and other assets, including Elon is working on building a fab, as folks have been talking about.

So

Is there a chance for the legacy companies, the Mag7s, to compete in this?

Or are we looking at OpenAI and Anthropic are one and two, and then everybody else can fight for third place and the bronze, as it were?

We're here.

Punch the ticket, Dario.

And they're also using the coding platform to build Anthropic itself better.

So that in and of itself is a reason to nail coding.

You get the double whammy.

You can make a better product and you can get paid for it.

And if you look at the ranking of these clusters and who has the most, right now, people have forgotten about Colossus, which Elon's been building.