David Sachs

And you can also point it at your email and have it analyze your email, pull things out of it.

So right now it's very task-based.

You, the user, have to prompt it

for each task, but you can see there the beginning of a personal digital assistant where you connect it to your file drive, to your email, to all of your data sources, and it can start to do tasks for you.

And again, it understands the format and the style that you like to produce work in.

So it feels to me like we just need one more layer of abstraction on top of a tool like that.

And you'll have your own personal digital assistant.

And, you know, there'll be like a voice interface.

You ever seen the movie Her?

You know, with Joaquin Phoenix.

And I think Scarlett Johansson is just the voice.

But, you know, he's telling her what to do through an earpiece.

I mean, we're very close to something like that.

I mean, I'm not saying that AI is going to become sentient or whatever.

But no, we're like, I think in 2026, you could see

These types of tools, again, started as coding assistants, but now they become personal digital assistants.

That could definitely happen this year.

Well, I think that in general, we're ahead of China.

There's different layers of the stack.

So you've got the models, then you've got the chips, and then you've got the chip making equipment.