Jaden Schaefer

They one of their co founders, he said, the model needs to remember things about itself and about you, the better its memory, the better its understanding.

So I do think that's true.

But I also do think a lot of people are building memory and doing a lot of things there.

So they're not the only ones.

I think they're

You know, there's a lot of optimism in this company.

I mean, they were just able to raise almost half a billion dollars, but I think there still is a lot of risks.

Training and scaling a brand new model is very expensive, right?

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.

But of course, if you want the top dollar, you need to make your own model.

So that's what looks like humans and is doing.

This is not easy.

This is quite difficult.

They're going to need continued access to like tons of compute in 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 there.

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