David Sachs

I was not either.

I took the other side.

I mean, I don't know.

There are a lot of people were, and I was definitely in the camp.

I did take the other side of it.

Yeah.

I think Brad Gurley and, sorry, Brad Gerstner and Bill Gurley were.

Yeah, Brad Gurley.

The Brad Gurley show.

The Brad Gurley show.

Brad Gurley definitely were.

And look, and the argument made a lot of sense, which was this, which is even if you believe that Google is going to come back and have a credible AI product.

Remember, they were caught completely flat footed by this.

They figured out the transformer architecture back in 2017, but then they didn't really do anything with it.

And then OpenAI grabbed onto that.

And then like you showed on that chart, they basically had a two year head start on LLMs.

So a lot of people were basically saying that this was it for Google because obviously LLMs are so much better at web search than the 10 blue links.

And moreover, for monetization, why would you need to have ad links or paid links in an LLM world?

And I think the point that Brad and Bill were making is, again, even if Google catches up, they'll never have the dominant position anymore.

in AI that they have in search.