Jonathan Ross

No, you don't really want your cloud very often. Okay, so let's start mapping seven powers to the top tech companies. So I would say Microsoft's biggest strength is switching cost, right? You go into a room full of people and you're like, who uses Microsoft? A bunch of hands go up and you're like, who likes using Microsoft? Hands go down. It's very largely switching cost.

No, you don't really want your cloud very often. Okay, so let's start mapping seven powers to the top tech companies. So I would say Microsoft's biggest strength is switching cost, right? You go into a room full of people and you're like, who uses Microsoft? A bunch of hands go up and you're like, who likes using Microsoft? Hands go down. It's very largely switching cost.

No, you don't really want your cloud very often. Okay, so let's start mapping seven powers to the top tech companies. So I would say Microsoft's biggest strength is switching cost, right? You go into a room full of people and you're like, who uses Microsoft? A bunch of hands go up and you're like, who likes using Microsoft? Hands go down. It's very largely switching cost.

So you go into, you know, Gen AI. Is that a thing that gets disrupted? You look at meta, it's network effects. They could literally give every piece of technology away for free. I am completely jealous of that because if I had that right now, I would open source everything. Because then you don't have to worry about it and you get everyone helping you.

So you go into, you know, Gen AI. Is that a thing that gets disrupted? You look at meta, it's network effects. They could literally give every piece of technology away for free. I am completely jealous of that because if I had that right now, I would open source everything. Because then you don't have to worry about it and you get everyone helping you.

So you go into, you know, Gen AI. Is that a thing that gets disrupted? You look at meta, it's network effects. They could literally give every piece of technology away for free. I am completely jealous of that because if I had that right now, I would open source everything. Because then you don't have to worry about it and you get everyone helping you.

So I think meta is sort of, because of the network effect thing, always in a position where open source is to their advantage. It almost doesn't matter where it comes from. Now, I'm sure that they would prefer to have the Linux of LLMs, but I think the more it goes open source, the more of an advantage they have inherently.

So I think meta is sort of, because of the network effect thing, always in a position where open source is to their advantage. It almost doesn't matter where it comes from. Now, I'm sure that they would prefer to have the Linux of LLMs, but I think the more it goes open source, the more of an advantage they have inherently.

So I think meta is sort of, because of the network effect thing, always in a position where open source is to their advantage. It almost doesn't matter where it comes from. Now, I'm sure that they would prefer to have the Linux of LLMs, but I think the more it goes open source, the more of an advantage they have inherently.

Meta is an amazing competitor. What they would normally do if this was some sort of proprietary social mechanism, they would try and replicate and then they would compete and they would say, come join or not. I don't think the come join works here, but the beautiful thing is all of the information for this model is available. Meta has already been doing this. They have way more compute.

Meta is an amazing competitor. What they would normally do if this was some sort of proprietary social mechanism, they would try and replicate and then they would compete and they would say, come join or not. I don't think the come join works here, but the beautiful thing is all of the information for this model is available. Meta has already been doing this. They have way more compute.

Meta is an amazing competitor. What they would normally do if this was some sort of proprietary social mechanism, they would try and replicate and then they would compete and they would say, come join or not. I don't think the come join works here, but the beautiful thing is all of the information for this model is available. Meta has already been doing this. They have way more compute.

The question is, Are they willing to scrape open AI like DeepSeek did? They've been super careful on everything that they've been doing. And so that's the disadvantage.

The question is, Are they willing to scrape open AI like DeepSeek did? They've been super careful on everything that they've been doing. And so that's the disadvantage.

The question is, Are they willing to scrape open AI like DeepSeek did? They've been super careful on everything that they've been doing. And so that's the disadvantage.

And I think that's going to happen. I think people will like you cannot lose. And so what it's done is it's changed the game. Right. So, OK, so let's talk about Europe for a minute. We almost forgot about Europe. It feels like with Europe, there's a lack of a willingness to take risk. There's a black mark if you get it wrong.

And I think that's going to happen. I think people will like you cannot lose. And so what it's done is it's changed the game. Right. So, OK, so let's talk about Europe for a minute. We almost forgot about Europe. It feels like with Europe, there's a lack of a willingness to take risk. There's a black mark if you get it wrong.

And I think that's going to happen. I think people will like you cannot lose. And so what it's done is it's changed the game. Right. So, OK, so let's talk about Europe for a minute. We almost forgot about Europe. It feels like with Europe, there's a lack of a willingness to take risk. There's a black mark if you get it wrong.

everything's about downside protection whereas in the u.s it's like that was a great effort you failed but i'm going to fund you again right so there's that difference but when you look at the u.s and then you look at china china practices rdt research development theft it's just part of the culture and it's not just against western companies it's against each other too the difference is if you're a western company

everything's about downside protection whereas in the u.s it's like that was a great effort you failed but i'm going to fund you again right so there's that difference but when you look at the u.s and then you look at china china practices rdt research development theft it's just part of the culture and it's not just against western companies it's against each other too the difference is if you're a western company