Dylan Patel

So then all those gross profit dollars are going to like... Jensen laughing hilariously.

Well, maybe Jensen or maybe like Amazon or Google who's sending it to Broadcom, right?

Like the gross profit dollars are going to the hardware layer from all of this for sure.

Does Anthropic have all the power?

Like the common view is yes from a lot of people, but then it's like, well, Anthropic only makes the model that's generating the code.

There's a lot more in the system.

Cursor gets all of the data.

They get all of the users.

They get how do they interact with this.

Anthropic doesn't get that.

They get a prompt, they send a response.

Yeah.

Now they have Cloud Code, which is like taking share.

And it's very different than Cursor, but like they get prompt response.

And then like Cursor is like, oh, well, I'm training embedding models on your code database.

There's actually multiple models that I've made.

I've made the embedding model.

I've made the autocomplete model.

Oh, I can switch the entropic model to open the iModel whenever I want to.

I'm only using the anthropic model because it's the best one.