David Sacks

They have something like 80% market share in consumer use of LLM chatbots.

But then Google came out with their new Gemini 3, and they were starting to take share based on the strength of

Gemini 3 and the integration it has, obviously, within Google search, because it's very easy for people to discover it when they do a Google search.

And now they're seeing that it's actually pretty good.

So they were starting to take share from ChatGBT.

And I think that's why Sam issued the code red.

Then you've got Anthropic, like you mentioned, where I don't particularly love what I've called the regulatory capture strategy, but I have to acknowledge their products are very good.

Everybody seems to say that they have the best coding assistant and they're carving out a very lucrative niche in enterprise.

And then you've got XAI, which I think is the best at current events because of the integration.

with X, and also Elon seems to be able to scale his data center, his training cluster, the fastest.

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.