Dwarkesh Patel

That's a great point.

I have so many questions about the other things you mentioned.

But before we move on to those topics, I still wonder whether this is not forward-looking on AI capabilities, where you're imagining models like they exist today, where, yeah, it takes a screenshot of your screen, but it can't look inside each cell and what the formula is.

And I think the better mental model here is, just imagine that these models actually will be able to actually use a computer

As well as a human.

A human knowledge worker who is using Excel can look into the formulas, can use alternative software, can migrate data between Office 365 and another piece of software if the migration is necessary, etc.

That's what I'm saying.

But if that's the case, then the integration with Excel doesn't matter that much.

They have a computer, right?

Just the way a human can use a computer, that's their tool.

But is it something, maybe just to make sure we're talking about the same thing, is it a thing that a huge, like me using Excel as a podcaster, I'm not proficient in Excel.

So just to make sure I understand, you're saying like, look, theoretically, a future AI that has actual computer use, which is all these companies are working on, model companies are working on right now, could use, even if it's not partnered with Microsoft or under our umbrella, could use Microsoft software.

But you're saying we're gonna give them, if you're working with our infrastructure, we're gonna give you like,

lower level access that makes it more efficient for you to do the same things you could have otherwise done anyways.

I guess speaking of model companies, you say, okay, we will also be one of the, not only we'll have the infrastructure, we'll have the model itself.

Right now, Microsoft AI's most recent model that was released two months ago is 36 in Chatbot Arena, and there's a, I mean, you obviously have the IP rights to open AI, so there's a question of,

First, to the extent you agree with that, it seems to be behind.

Why is that the case?

Especially given the fact that you could, you theoretically have the right to just like fork OpenAI's monorepo or distill on their models.

Yeah, especially if it's a big part of your strategy that we need to have a leading model company.