Grant Harvey

I was trying to relate this back to what I know on my domain here, which is the cloud service providers for, let's say you want to run an AI model over the cloud.

There are a lot of what they're called like neoclouds or like, I guess, services that sort of run on top of an AWS or Microsoft Azure or something like that.

Okay.

What about, are you familiar with like fireworks or base 10 or any of these companies that are like selling the like tokens like directly basically and are they part of the channel or I'm trying to figure out how this works with what they do and differentiate it.

Right.

It makes me think of Vercel.

Vercel would be another one, right?

In this instance, where Vercel basically handles all of the AWS stuff.

That's actually a good question.

Right.

Well, yeah, Microsoft and Anthropic just had a deal like that, right?

Right.

Microsoft WS.

Well, I mean, OpenAI and Anthropic have both made it very clear that this year is the year that they're competing on enterprise.

I think last year they were all competing on coding.

I mean, coding is part of enterprise, but I think this year OpenAI is like, we're here to play when it comes to enterprise.

Yeah.

So what in your mind does that change for everybody else in the ecosystem, if anything?

So all of this makes me wonder, and I'd love to get both of your thoughts on this, how does the concept of people like creating their own software and bringing their own software to work change this equation?

A little background, you know, a lot of people have been using cloud code as not just a coding agent, but a general purpose agent because it can manipulate files on your computer.