Jason Calacanis

I disagree slightly with your first part, which is I think that people like to make new decisions about new experiences.

And I think that OpenAI has incredible consumer mindshare.

I just see like how my kids use it.

They started there and it's very hard to get them to switch.

Even when I say, hey, have you tried Gemini?

They use Gemini.

And to your point, the reason is because they stumble into it more.

But if you give them a cold navigation experience, they rely on chat GPT.

And it's the same, by the way, on the other side in the enterprise.

If you give us a cold problem, my default reaction would be to use Anthropic.

Now, I actually think that that's quite healthy because you're going to segregate the market.

And I think, look, if you go into the Wayback Machine, when we first started talking about this thing, this is sort of how we all postulated this would work, where even if OpenAI just won the consumer business, it is a multi-trillion dollar company with enormous scale and value.

And I think that that's okay.

So I think that what they probably need to do is say, where are we the strongest?

Where is there the most obvious traction?

Can traction in another market like an enterprise bleed into consumer usage?

If it's true, then you have to win the enterprise.

I think winning the enterprise though, is a very different game than winning consumer.

Very different set of features, very different set of expectations.

So I think people either have to decide you're going to compete everywhere or pick one thing and just nail it.