David Sacks

Like you're saying, it uses multiple AI models.

And I don't think they sell to the Pentagon.

They're not a competitor to Anthropic.

And moreover, as I understand it, Emil's ownership of shares in that company was blessed by the Office of Government Ethics.

Nonetheless, I think the timing of this is very suspicious, and it reminds me of what happened to me when I started opposing Anthropic, and all of a sudden there was that hit piece in the New York Times accusing me of having conflicts.

And I'll just say that Anthropic may...

poses this company that's on the side of the angels, but they've hired a number of very seasoned brass knuckle political operatives in Washington.

And members of the Biden administration, Laura Loomer actually just had a piece today on one of them.

I'm not going to rehash that.

But the bottom line is this is, I think, frankly, a political operation that's willing to get down and dirty.

And they're not always on the side of the angels.

I think they can be quite ruthless.

He's retired.

That was not a Biden mention.

I think it's possible that you could get a few hundred million subscribers for the premium tier.

Look, I think most consumers will take the free service in exchange for advertising, right?

Some ad-supported model.

Which, by the way, I think could be quite successful.

When ChatGPT started displacing Google for search, a lot of people were predicting the death of Google's model because who'd want to look at 10 blue links?

I think that's true, but I think you can do something much more compelling in AI chat compared to just a list of links.