Harry Stebbings

Boys, welcome back.

I've been looking forward to this one.

I was doing the schedule over the weekend and last night and I was like, wow, this week we really have a lot of meat to get into.

So I want to start with OpenAI and Anthropic and the news today that Anthropic have surpassed OpenAI in terms of revenue.

So Anthropic now have 30 billion in revenue.

It's all intertwined with the subsequent things that we will discuss with OpenAI.

But as Jason put in an email to us all, holy cow, Jason, holy cow indeed.

What did you think?

Have we ever seen a bigger seeming chasm between where they're at?

With the greatest of respects, it seems like Anthropos is accelerating faster than ever.

And OpenAI is having more challenges than ever all at once.

What would you say to an OpenAI employee who is now looking at their incredible stock price appreciation with tens of millions of dollars in equity that they now have at the 820 price?

Sell it all at 820 the minute a tender comes.

What would you say to them?

Let's knock it on the head.

Let's talk about the drama at the top.

I mean, talk about a management team turnover.

You have Brad, the COO, who's been moved to special projects.

Never a good sign being moved to special projects.

Jason, I would love you to be the SVP of special projects.