Eiso Kant

And that the next couple of years are about these massive capabilities that we're moving the world closer towards AGI. And then when you look at the following five or 10 years, it's true. The huge economic value that's going to come from that will of course surpass the economic value that we have. I think the economic value is going to continue to surpass on the exponential that we're on.

And that the next couple of years are about these massive capabilities that we're moving the world closer towards AGI. And then when you look at the following five or 10 years, it's true. The huge economic value that's going to come from that will of course surpass the economic value that we have. I think the economic value is going to continue to surpass on the exponential that we're on.

And that the next couple of years are about these massive capabilities that we're moving the world closer towards AGI. And then when you look at the following five or 10 years, it's true. The huge economic value that's going to come from that will of course surpass the economic value that we have. I think the economic value is going to continue to surpass on the exponential that we're on.

But what I don't agree with, the companies that are being built today will not have a set of companies amongst them that will become the giants of the future that have helped enable this.

But what I don't agree with, the companies that are being built today will not have a set of companies amongst them that will become the giants of the future that have helped enable this.

But what I don't agree with, the companies that are being built today will not have a set of companies amongst them that will become the giants of the future that have helped enable this.

So if we take the battery analogy, I would actually think a little bit about BYD. Started as a battery company. Today is the largest volume of electric car sold in the world. And I do think there is a lot to be said about deep vertical integration. Look at Poolside. We're building foundation models.

So if we take the battery analogy, I would actually think a little bit about BYD. Started as a battery company. Today is the largest volume of electric car sold in the world. And I do think there is a lot to be said about deep vertical integration. Look at Poolside. We're building foundation models.

So if we take the battery analogy, I would actually think a little bit about BYD. Started as a battery company. Today is the largest volume of electric car sold in the world. And I do think there is a lot to be said about deep vertical integration. Look at Poolside. We're building foundation models.

with a mission towards AGI, right now in the world focused on bringing more and more capabilities of AI to software development, building a truly N10 business. Because I agree with you that the value is not going to only accumulate at the model layer. It's going to accumulate all the way to the end user.

with a mission towards AGI, right now in the world focused on bringing more and more capabilities of AI to software development, building a truly N10 business. Because I agree with you that the value is not going to only accumulate at the model layer. It's going to accumulate all the way to the end user.

with a mission towards AGI, right now in the world focused on bringing more and more capabilities of AI to software development, building a truly N10 business. Because I agree with you that the value is not going to only accumulate at the model layer. It's going to accumulate all the way to the end user.

And so in our point of view, the way that we kind of, I think, get to avoid, you know, what the future plays out in your hypothetical scenario is just by truly doing it end to end. But I still actually look at this thinking that there will be more value built on top of us in the future than what we can possibly unlock only ourselves.

And so in our point of view, the way that we kind of, I think, get to avoid, you know, what the future plays out in your hypothetical scenario is just by truly doing it end to end. But I still actually look at this thinking that there will be more value built on top of us in the future than what we can possibly unlock only ourselves.

And so in our point of view, the way that we kind of, I think, get to avoid, you know, what the future plays out in your hypothetical scenario is just by truly doing it end to end. But I still actually look at this thinking that there will be more value built on top of us in the future than what we can possibly unlock only ourselves.

No, they're not. There's a couple of interesting things that might not be as obvious unless you're in our industry. The research that still gets published openly, that doesn't get held back, that is most interesting, is all coming out of China in vast spades and majorities, something that wouldn't necessarily be obvious. But if you think about the game theory optimal thing to do,

No, they're not. There's a couple of interesting things that might not be as obvious unless you're in our industry. The research that still gets published openly, that doesn't get held back, that is most interesting, is all coming out of China in vast spades and majorities, something that wouldn't necessarily be obvious. But if you think about the game theory optimal thing to do,

No, they're not. There's a couple of interesting things that might not be as obvious unless you're in our industry. The research that still gets published openly, that doesn't get held back, that is most interesting, is all coming out of China in vast spades and majorities, something that wouldn't necessarily be obvious. But if you think about the game theory optimal thing to do,

Because they're not on the forefront of the world scene of AI. Actually opening up some of that research is the game theory optional, you know, optimal thing to do to be able to continue to attract talent. Because that's really what opening up your research does, right? It attracts talent to you.

Because they're not on the forefront of the world scene of AI. Actually opening up some of that research is the game theory optional, you know, optimal thing to do to be able to continue to attract talent. Because that's really what opening up your research does, right? It attracts talent to you.