Harry Stebbings

They have Waymo.

And that could be a mega part of it.

They have also 10% of SpaceX.

I'm like, there's a lot to like here.

When you compare Gemini, Claude, and GPT, how do they compare for you internally today?

Would you be as direct or blunt as saying that GPT wins consumer and Anthropic wins enterprise?

Yeah, because they have so much of an emphasis today on codecs that I'm just like, I think they could win enterprise and developers too.

If you play out the next five years, you said that I really appreciate you being open about the biased nature of your opinion.

Most people, especially people like me, VCs aren't.

We just state these views.

They're hoping no one knows that we have massive positions in these companies.

But when we actually think about what that market looks like in five years time from the enterprise developer market, can you help me understand what you think it will look like?

Maybe putting biases aside.

When you look at your devs today internally, what are they using?

Are they using core code?

Are they using Kasa?

Are they using cognition?

Do you think prompt is a sustaining input to get desired output?

Like in three years time, will we still as users be prompting?

When we look at like available budgets, do you think that CEOs, CTOs, CPOs are willing to spend multiples of what they already do on these tools to get developer productivity increased?