Harry Stebbings

Discovery.

Discovery.

I would like to see the options.

I would like to see the options.

There are two areas that I want to unpack there.

There are two areas that I want to unpack there.

The first one, just taking them kind of chronologically and how you said them, money's in the frontier.

The first one, just taking them kind of chronologically and how you said them, money's in the frontier.

The more I hear this, the more I question it, because I think that we dramatically overestimate how important frontier models are to do quite basic work.

The more I hear this, the more I question it, because I think that we dramatically overestimate how important frontier models are to do quite basic work.

What does it mean for the value of OpenAI and Anthropic if model is not the product and it becomes a utility, something you can switch into and switch out of?

What does it mean for the value of OpenAI and Anthropic if model is not the product and it becomes a utility, something you can switch into and switch out of?

I do just want to focus in on a specific element there when you were saying, like, the power users.

I do just want to focus in on a specific element there when you were saying, like, the power users.

Because I think one of the core numbers is actually Mark Benioff said they spent $300 million on Anthropic, which works out to be about $300 million.

Because I think one of the core numbers is actually Mark Benioff said they spent $300 million on Anthropic, which works out to be about $300 million.

So it works out to be, that was on developers within Salesforce, so it's about 3.8% of developer salaries.

So it works out to be, that was on developers within Salesforce, so it's about 3.8% of developer salaries.

What percent of developer salaries do you think will be spent on tokens in 24 months' time?

What percent of developer salaries do you think will be spent on tokens in 24 months' time?