Jaeden Schafer

It's becoming a very expensive game to play.

And I mean, even if you think like 40 billion dollars.

Let's say there was, you know, eight different AI companies and SoftBank gave each of them or 10 different AI companies and SoftBank gave each of them $4 billion.

You could build some cool stuff, right?

But like, would that be able to compete with Anthropic, OpenAI, Google?

And that's kind of the question.

So it's really, really wild, just the numbers that go into all of this.

And unfortunately, I think it really makes it so there's not a lot of competition in the market.

All right.

The third thing I want to talk about is opening eyes robotics pivot.

So we already talked about robots walking around the White House.

Recently, I gave an episode about opening eyes, shutting down Sora, their video model.

This is a bit of an update.

The new detail is that the compute that they're basically turning off for Sora.

So it was kind of very computationally intensive to run that video model.

So they're shutting that down and they're actually going to be giving that directly to robotics research.

You can see this figure robot obviously is a big deal.

a lot of, uh, Optimus robots coming out of Tesla and everything there.

This is a big deal.

And so opening, I think is really focusing on maybe if they don't own the robotics company, right?