David Pearce

It's those three, BigGap, everybody else.

Microsoft...

Sort of in an awkward way was tied to OpenAI.

And I think they've broken up in sort of, you know, they claim it's on good terms, but it actually increasingly seems like these two companies really hate each other and are desperate to get away from each other.

Right.

And is this did this feel to you like Microsoft sort of laying out its own full plan on how to do this?

Because, you know, they put out an operating system for AI agents.

They shipped a bunch of like developer tools for terminal.

It really did feel like.

Microsoft being like, well, all this other stuff has been happening.

We did all these partnerships with OpenAI, but we now have a whole plan of Microsoft's to take on all of these companies all at the same time.

Do you feel like Microsoft successfully made that case?

And I think Microsoft was early too.

They were early too.

GitHub Copilot stuff was way ahead of a lot of this stuff.

And then Microsoft got kind of left behind by the state of the art here.

So, okay, you just made a thing make sense for me that I was actually going to ask you about, which is Scout.

This is one of Microsoft's biggest announcements was this thing, Scout, that is this sort of agentic, like Spark, open-claw-ish model.

It seems like if you're Microsoft, this is a huge place to try and do some of your own stuff, right?

And we've talked a lot about the advantages that Google has in AI, where it makes a lot of apps that people use.