David George

So, obviously, the big topic that we're tackling and trying to figure out in the near future is the impact of AI.

We've backed a ton of really exciting companies at every layer of the stack, and we can talk about that, and that's been part of our strategy from the model layer, infrastructure and tools, applications.

I would break it apart into what do consumers do and what do enterprises do in the AI world, and then...

I have a bunch of views on how the world's going to be different as it relates to American dynamism, hardware plus software, robotics, autonomy, stuff like that.

On the AI side for consumers, I think we need to be really humble about where we are right now.

I don't think that we have yet found the dominant product in AI.

We may have the dominant brand.

and OpenAI and ChatGPT has grown faster than anything in the history of technology.

I think they reached the same scale as Google, something like four times faster, a billion people using it.

And they're only monetizing a tiny piece of that, which I think is a really exciting dynamic.

But I don't think that the future of how we interact with AI is gonna be a chatbot.

I just think that's way too limiting.

I think the big shift will be what is reactive today to something that's proactive in the future.

And ChatGPT may be able to capture that

And I think they probably have the best chance of doing so.

But I think the way that we interact with all this stuff is going to change dramatically.

It's going to have long form memory.

It's going to be multimodal and it's going to be proactive.

It's going to offer us solutions and how we do things.

So I'm super excited about that.