Dylan Patel

Right.

But, and it's like, okay, yeah, yeah.

Autoregressive, like, it's like, okay, autoregressive pre-training on the internet doesn't work to get you to AGI.

Not going to lie.

A lot of people believe that.

Yeah.

Maybe I believed it like 2023, right?

Like, let's be clear, like you're 2022, like, or not AGI, but like super powerful AI systems.

That's obviously not the case.

Just pre-training on web-scale internet will not get you there.

So he was completely right on that.

But then, like, he'll turn around and be like, RL systems and all these things are not the right way either, right?

Like, you know, it's sort of like the no-buts.

There's some investors that I know who, like, think this is bullshit, but they're just making tons of money on it anyways.

Like, it's an overspend, and this is a dumb way to do it.

And, like, yes, I bought Oracle before earnings because...

we see these deals happening, whether it's through our data or some other means, they saw these deals happening with OpenAI, but we don't think OpenAI can pay for it, but we know the market's perception will be this and therefore the stock will go up.

And so we'll own it.

There's investors who like kind of have that viewpoint and they're like kind of ruthless.

I guess I would respect them to some sense, but it's more and more the level of evidence that's there that this stuff is going to get super powerful.