David Sacks

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.

It still might be true.

Who knows?

But the point is just everyone was saying that Google was in deep trouble just six months ago.

And then, like you said, I think Sergey came back and that gave them a major shot in the arm and they got more focused and

Now they've launched what appears to be the best or one of the best models.

A competitive product.

But look, these other companies, there's a lot of leapfrogging going on.

Well, just Google did one other important thing.

I mean, in addition to Sergey, there was putting Demis Hassabis in charge of all of AI.

Because before, I think he was just in charge of Google DeepMind.

It was sort of a subset.

And then they put him in charge of the overall.

And I think that made a huge difference as well.

Let me ask you a question.

Do you think that OpenAI's sort of more conservative risk posture, do you think it's a function of the fact that whether by luck or design, they decided that the consumer market was sort of their core market?

Whereas you look at something like Anthropic, right?

And they've carved out enterprise.