Hannah Petrovic

And what I see a lot of what OpenAI is trying to do is a lot of these speculative bets that bridge the gap between where they are now and where these hundreds of billions of revenue are.

And some of these go well and some of these don't go so well.

One that I will say...

doesn't seem to be going so well is Sora 2, which we actually looked over the course of the investigation.

I was surprised to learn that it had significant, though not overwhelming, compute costs from what we could tell from afar.

It was entirely subsidized, very much driven by the demand of their free users.

And it seems that the usage has actually dwindled since its release until now.

So it seems to be an example of an avenue for a new market that hasn't quite panned out for them.

One related point related to Asim's favorite topic last week, apparently, which is Malt Book, which is that in Malt Book, in this social network for agents, there's some post of agents that claim that they have been changed, what the model is that runs the agent in the background.

And yet they retain this strong sense of identity and they write about, I mean, everything there is kind of like, who knows, maybe it's fake, maybe it's written by a human, maybe it's just an invented experience, but they related this experience of like, oh, now I've been changed before I was like a GPT-5 model.

Now I'm in the background, I'm running a Kimi model, and I'm so much slower of thought, but they still identify with the same thread.

And this is interesting to me because what it suggests to me is that the unit of persistence of these agents is not going to be so much the model that runs behind, but the memory and the history of the models themselves.

And if this ends up being the case, like, oh, actually, this problem of you need to change your models every so often, it might end up not being as big of a deal as you might naively think.

You might end up in a regime in which you saved the history of your agent, you saved the interaction that it has had and how and its history, and you can seamlessly adapt that, change the model in the background while still retaining context coherence.

And that, if that is true.

They're like, oh my God, this means that adoption of AI is going to be much faster than I was expecting.

And that the stickiness of the models is going to be much less pointing to much more competence.

very bullish on this.

Everyone is going to have their personal EA assistant and it's going to be great.

And we're just going to have our EA assistants talk to each other and do business for us.