Jaden Schaefer

If you look at someone like the other company I was just mentioning, Granola, the note AI note taking app, like they don't have their own model.

They're, they're, you know, they're using someone else's and they're still able to go raise a ton of money and be a very successful company.

Um, but of course, if you want the top dollar, you need a, you gotta make your own models.

That's what looks like humans and is doing.

This is not easy.

This is quite difficult.

Um, they're going to need continued access to like tons of compute in, you know, a market that right now is very dominated by incumbents.

There's these massive companies, Microsoft, Google, Amazon, everybody is trying to get access to more compute.

So they're going to be battling with all of those people.

So there is a lot of competition.

Um,

And I think there's also a lot of like indirect competition with a bunch of other big AI companies.

So I don't think this is just something that's going to be, you know, they're like battling with Notion or Slack.

I think the real competition is going to be coming from Anthropic and Google and, you know, like Google's embedding Gemini into their workforce and Anthropic is pushing, you know, collaborative workflows through Claude Cowork and opening eyes when promoting their multi-agent orchestration and workflow tools to developers.

So I

I think like their competition is against a bunch of really big players.

Each of those is moving towards, you know, collaboration, even if they publicly debate like how soon AI is going to replace a lot of valuable work that is going to make an impact on the economy and all that kind of stuff.

I think we know they're all moving in that direction, right?

All the biggest players are moving in that direction.

So they're going to have to compete with all of them.