Jaden Shafer

And now we have one walking through the White House.

I think this is a really big jump in a very short amount of time.

And I think it connects...

A really big trend we see everywhere, which is just this week, Agile Robots announced a partnership with Google DeepMind.

They're going to integrate Gemini models into physical robots for manufacturing.

They're also doing automotive and logistics.

So you're seeing, you know, Google, OpenAI and a bunch of other companies all converging on this idea that physical AI, which is, you know, robots that can actually do things in the real world.

This is the next frontier.

And I think we're going to be talking about this a lot more in the coming months.

And I would say by the end of the year, we're going to see some pretty, pretty

Pretty sizable rollouts of companies rolling these out in a big way.

The second thing I want to talk about is SoftBank's $40 billion OpenAI investment.

So they're putting together this big round for OpenAI.

I think this is obviously a massive number, but that's almost secondary to what it represents when industry is really headed in an interesting direction.

I think for me, what it's showing is there is a barrier to entry for building these kind of top line AI models.

And it is this barrier to entry is very high.

We have a lot of amazing companies, I mean, myself included, taking these tools and building cool things with them.

But if you want to be a frontier model company, the stakes and the barrier to entry is insane.

And it kind of honestly makes me feel bad for some of these companies like Mistral AI, which are just smaller and regional areas like France.

And yes, they're raising billions of dollars, but like