Jason Calacanis

It doesn't mean that two companies can't get to 20, 30, 40 billion in revenue.

What it means is we have to be honest.

This is an industry that's early,

We are all figuring it out.

There's a lot of test budgets that are going at it.

It will slowly and methodically emerge into production, but let's not oversell what this moment is.

Well, you have to strip out the consumer spending because that's half of it.

And by the way, for that, where it can be extremely faulty and there's no SLA that you're giving,

These are phenomenal products.

And also for the individual engineer, of which I suspect there's a few million, who get to pay $200 a month and have their company subsidize it, the company knows that these costs are being incurred.

But there is no tick and tying at the end of it where then you review the code in a different way because you're worried that there's hallucinations, as Amazon just demonstrated.

That's not true.

That's not true.

We've scratched the surface of the number of companies that even know how to adopt AI.

So these numbers will go to the stratosphere.

I'm not debating that.

Look, I'm on the same side of the bed as you are.

I want these numbers to keep going to the moon.

I'm just being much more circumspect and honest with myself to say, I see it on the ground.

I sit on top of these models.