Jason Calacanis

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.

And if I was open AI and you had to pick one thing, you would pick consumer because they're the juggernaut and they're the clear leader and they have an enormous brand.

More, you pay 100 bucks.

And by the way, in the pandemic, remember what we saw?

The two things that people refused to cancel was not your mortgage payment or any car payment.

You were willing to go into arrears and into default.

The two things that people would always keep was the cell phone, number one, and then electricity, number two.

ChatGPT will be there.

They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is.

You know, GCP over here runs the enterprise play.

And then Google Consumer over here runs the consumer chatbot play.