David Sacks

He's got, you know, he had Colossus 1, now he's got Colossus 2, and that portends good things for Grok 5.

It's going to be trained on the largest cluster of Blackwells.

So, in any event, you've got all these companies that are doing pretty well.

I guess Meta has sort of hit some headwinds, but they're going to continue

investing tremendously in AI and they've got deep pockets to do it.

So I think that they'll come back.

And, you know, what you see is all these companies are kind of leapfrogging each other.

You get a new version and then they sort of leapfrog each other in terms of benchmarks.

There's a lot of leapfrogging going on.

There's a lot of, also I'd say specialization now going on in the ways that I just mentioned.

All these companies are developing strengths.

There's sort of verticals happening.

Yes.

And so I've described this as sort of a Goldilocks scenario where you're making a lot of progress in AI, but the market is remaining very competitive.

Ideally, it does not consolidate just to one monopoly player like we've seen in other tech markets, because then you end up with a big tech company that's got too much power and control.

That's not...

generally a great thing for consumers or for citizens.

Well, look, competition brings out the best in the American system.

And I think that that is what creates the most progress.

And that's what's going to allow us to win the AI race against China.