Jonathan Ross

But how would it cannibalize it any other way? Remember, distribution, right? How many people are going to buy something because they trust Dell? People trust Dell. Dell has earned their reputation over the course of decades. Supermicro built some interesting hardware, but look at what they've been going through recently. you know, there's a pro and con, right? Cheaper, trusted.

But how would it cannibalize it any other way? Remember, distribution, right? How many people are going to buy something because they trust Dell? People trust Dell. Dell has earned their reputation over the course of decades. Supermicro built some interesting hardware, but look at what they've been going through recently. you know, there's a pro and con, right? Cheaper, trusted.

You got to make a decision. Open AI has been around for a while. Most people think of them synonymously as AI. They could just switch to deep seek and people would still use them. It's brand. It's one of the seven powers.

You got to make a decision. Open AI has been around for a while. Most people think of them synonymously as AI. They could just switch to deep seek and people would still use them. It's brand. It's one of the seven powers.

You got to make a decision. Open AI has been around for a while. Most people think of them synonymously as AI. They could just switch to deep seek and people would still use them. It's brand. It's one of the seven powers.

I would. And there's probably more cleverness. They could probably strike some deals before they do it or whatever, but that would be the move that I would make. And also it would be a position of strength. The only problem is the timing because if it happens right after deep seek, it looks like a response as opposed to an intentional thing. So I don't know how you do that.

I would. And there's probably more cleverness. They could probably strike some deals before they do it or whatever, but that would be the move that I would make. And also it would be a position of strength. The only problem is the timing because if it happens right after deep seek, it looks like a response as opposed to an intentional thing. So I don't know how you do that.

I would. And there's probably more cleverness. They could probably strike some deals before they do it or whatever, but that would be the move that I would make. And also it would be a position of strength. The only problem is the timing because if it happens right after deep seek, it looks like a response as opposed to an intentional thing. So I don't know how you do that.

Do you not just own in it's a response? Maybe, you know, we had to respond. We're better. Let's see which model people choose.

Do you not just own in it's a response? Maybe, you know, we had to respond. We're better. Let's see which model people choose.

Do you not just own in it's a response? Maybe, you know, we had to respond. We're better. Let's see which model people choose.

I think one of the ways that we've been looking at LLMs is a little bit like you look at an open source project, software project like Linux or something. The thing is, Linux has switching cost. And I think what we've discovered is LLMs have no switching cost whatsoever.

I think one of the ways that we've been looking at LLMs is a little bit like you look at an open source project, software project like Linux or something. The thing is, Linux has switching cost. And I think what we've discovered is LLMs have no switching cost whatsoever.

I think one of the ways that we've been looking at LLMs is a little bit like you look at an open source project, software project like Linux or something. The thing is, Linux has switching cost. And I think what we've discovered is LLMs have no switching cost whatsoever.

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.