Jason Calacanis

So you both have a lot to say about this, Gavin.

Your take on the S1, and I think specifically Elon Web Services.

Important note, it can be canceled by either party with 90 days notice.

Just want to make sure we also have that in there.

So that means Elon might want his compute back or Anthropic may find another solution.

So they do both have an out.

And Cursor was dead in the water in terms of access to compute.

And they were falling very far behind Codex, Google, Anthropic, and then Elon let them on Colossus, and boom, instantly, their models are growing faster.

And this could be we could be sitting here a year from now, and they're the dominant player.

And could we be sitting here, Gavin, in a year and Elon is selling compute to Google and OpenAI?

Is that a possibility or not?

Keep an eye on it.

A downloadable app, to translate into English, that has integrations to all your favorite stuff, whether it's Notion, Gmail, Slack, etc.

And if you don't have that, it's just like using a basic chatbot from a year ago.

So now they have their downloadable, it's in market, and they are cooking with oil on it, and they're playing catch up, but they're moving fast.

They're immaculate.

Yeah.

Elon was incredibly frustrated by the state of affairs at XAI.

He was very public about that.

And he's less frustrated now, and he's shipping a lot faster.