Jaeden Schafer

And so if they were really to scale, I think with a model, then I think that would be a struggle for them.

Now, I think the real reason is probably just because they're trying to consolidate their focus.

I think that Anthropics Cloud is kind of catching opening eye by surprise.

It's having a huge run up right now.

It's honestly just the best text model out there.

It's really good at reasoning.

It's really good at coding.

I think a lot of business professionals are kind of starting to use it.

I think opening eyes realizing that the highest paying tier of, you know, the highest paying

user is kind of moving towards something like Claude where it's really focused on a lot of reasoning and productivity tools.

Every time Claude comes out with a new feature, you know, it tanks the stock of half a dozen companies that are kind of in that area when they come out with like healthcare or finance or just a lot of these different features.

And even recently, Claude just came out with their Claude computer use, which is an incredible tool.

they can take over your computer.

And I've been using that all day long, testing that out.

And so I think OpenAI realizes that if they're not really kind of consolidated and focusing on their core product, they will get beat by cloud.

And so I think that's where they're really trying to put a lot of their focus, even if it means killing off such a massive tool like SOAR, which is pretty crazy to think because, you know, like,

Anthropic, they only really have text that they're really strong at.

And code is kind of a part of that.

And the reasoning is kind of a part of that.

But Claude doesn't even do image generation.