Dylan Patel

That's just the nature of it all.

Actually, TSMC is doing the most cool innovation and Nvidia is doing the most cool innovation and like Amphenol is doing cool innovation.

It's like all these companies are doing cool innovation.

Oh, yeah, super awesome.

I mean, we've talked about them all day.

I was worried it was going to be like random companies.

Anthropic.

I'm actually more optimistic on Anthropic than I am OpenAI.

Their revenue is accelerating way faster because what they're focused on is more relevant to that $2 trillion software market.

Whereas OpenAI is split between, yeah, they're going to do that.

They're also going to do these other things, but they're also going to do like target AI for science.

And they're going to also target AI for the consumer app and doing the like take rate thing, which all of these businesses could be amazing.

And OpenAI maybe executes on all of them.

Yeah.

But Anthropic is definitely executing on the software side better.

I love them, but they're pretty mid.

You know, when you grow up, like, building computers and, like, liking computers and, like, AMD's innovating and they're always, like, fostered this underdog mentality against Intel and against NVIDIA.

Evil Intel and evil NVIDIA, you know?

And, like, AMD's, like, you know, the nice company that's, like, the underdog.

And, like, they're always, they've always got the, oh, they're going to take share from them pieces.