David Pierce

Isn't that nuts?

It just bears repeating.

It's an iPhone chip that runs Mac OS.

You unnerf the chip and let people do computer stuff with it for real.

And everyone loses their minds.

Yeah.

Um, do you, what do you make of the, the sort of Microsoft response here?

It's like, do you think, can this company actually sort of pull up its bootstraps and compete here?

It's hard to talk about Microsoft's response here without talking about Microsoft and open AI.

Okay.

I think Microsoft, remember that when they introduced Bing and Nadella was like, he literally said to me, I want to make Google dance.

Like they were riding high on what they thought was an interface revolution and

That would let them just upend mobile and search and computers.

And boy, did that relationship not turn out how they wanted.

At all.

Like just this week, you know, OpenAI leaked another memo about focus, which is hilarious because the thing that is distracting OpenAI is how many memos they write about having to focus.

Every week another executive is like, it's time to buckle down again, I said.

And it's like, didn't your boss say that last week?

Okay.

And it, but in that memo, uh, it's like the CFO of OpenAI, it says we're now on AWS, which is what our customers wanted always.