Jason Calacanis

And then on the other side, you got Anthropic, which has kind of got the opposite, right?

They're mostly APIs.

And do those roughly correlate with what you know, Brad?

But specifically the 75% coming from consumer from OpenAI.

Yeah.

Two challenging questions for you since you have a big bet here.

Google, Apple make these products free.

They have pretty robust ad networks.

That's a massive headwind.

Then on top of that, in the startup community, we just talked about Cursor, people are not trusting OpenAI and their API anymore because they know OpenAI is creating competing services.

There is a big movement in the startup community to not use OpenAI's API products.

How confident are you that with those two headwinds, free for consumers and better products, right?

Gemini is a great product.

Rock's a great product.

Claude's a great product.

A lot of great product out there.

And I don't think consumers can tell the difference.

Why would they pay $240 if they can get it for free from Google?

And then second, startups are realizing, hey, Sam has to make a lot of money.

Therefore, he's going to do what Microsoft did.