Jason Lemkin
👤 SpeakerAppearances Over Time
Podcast Appearances
If Tony says the same, then I'll be like, okay, we have, we got ahead of ourselves for real companies, but I haven't heard it from DoorDash.
If Tony says the same, then I'll be like, okay, we have, we got ahead of ourselves for real companies, but I haven't heard it from DoorDash.
From the profit, some folks say some of it may be partially due to a discount with SpaceX the first couple months, right?
From the profit, some folks say some of it may be partially due to a discount with SpaceX the first couple months, right?
So I just put an asterisk and a dagger.
So I just put an asterisk and a dagger.
It has nothing to do with Rory's trend.
It has nothing to do with Rory's trend.
It just may mean that the headline metric is not as impressive as it looks.
It just may mean that the headline metric is not as impressive as it looks.
It is great, but the flip side of it is there's a...
It is great, but the flip side of it is there's a...
There's a bit of a bear case on Anthropic out of this, which is that Anthropic has benefited from two things versus OpenAI at a minimum, right?
There's a bit of a bear case on Anthropic out of this, which is that Anthropic has benefited from two things versus OpenAI at a minimum, right?
It has become a premium product since the end of last year.
It has become a premium product since the end of last year.
It is twice the cost of its competitor, especially after 4.6, it started to charge enterprises clearly per token, per use case.
It is twice the cost of its competitor, especially after 4.6, it started to charge enterprises clearly per token, per use case.
They charge them directly.
They charge them directly.