Jason Calacanis

and they took advantage of more hospitable tax policy in other places.

Now, what the people in Britain would tell you, I actually met with the UK government yesterday,

Now, what the people in Britain would tell you, I actually met with the UK government yesterday,

they don't see a meaningfully enough measurable impact yet where they think it's a five alarm fire.

they don't see a meaningfully enough measurable impact yet where they think it's a five alarm fire.

So the real question is, is it more of a slow bleed and a slow melt?

So the real question is, is it more of a slow bleed and a slow melt?

And at some point, it's just hollowed out and it's very hard to reverse because there's not going to be a cataclysmic acute moment where people say, oh my God, we need to reverse these policies.

And at some point, it's just hollowed out and it's very hard to reverse because there's not going to be a cataclysmic acute moment where people say, oh my God, we need to reverse these policies.

It doesn't seem like that's in the offing.

It doesn't seem like that's in the offing.

As it relates to complex long horizon coding tasks, what I can tell you from my team at 8090 is Codex is better generally than Anthropic.

As it relates to complex long horizon coding tasks, what I can tell you from my team at 8090 is Codex is better generally than Anthropic.

And so what happens is from the more day-to-day work, I think it's more reliable to use the cloud ensemble of models.

And so what happens is from the more day-to-day work, I think it's more reliable to use the cloud ensemble of models.

But when you're dealing with something that's very tricky and very complicated and a little bit more long horizon, Codex is really functional and really good.

But when you're dealing with something that's very tricky and very complicated and a little bit more long horizon, Codex is really functional and really good.

So I think if you're looking at it through the lens of open AI, what they're probably saying is, hey, hold on a second.

So I think if you're looking at it through the lens of open AI, what they're probably saying is, hey, hold on a second.

If we allocate our resources and just double down and crush consumer, that's probably three or four trillion of enterprise value.