Jonathan Ross

Yeah. And worse. So we up until recently refused to run any Chinese models and we had to make a very difficult decision on DeepSeek. We now have it on our API at Grok.

Yeah. And worse. So we up until recently refused to run any Chinese models and we had to make a very difficult decision on DeepSeek. We now have it on our API at Grok.

So what it came down to was when we saw DeepSeek become the number one app on the app store, the realization was people were going to be putting their data in there. And what we want to make sure is that you actually have an option. So we store nothing. There is no like delete or whatever. Like there is just, we'd store nothing. We don't even have hard drives. We have DRAM.

So what it came down to was when we saw DeepSeek become the number one app on the app store, the realization was people were going to be putting their data in there. And what we want to make sure is that you actually have an option. So we store nothing. There is no like delete or whatever. Like there is just, we'd store nothing. We don't even have hard drives. We have DRAM.

So what it came down to was when we saw DeepSeek become the number one app on the app store, the realization was people were going to be putting their data in there. And what we want to make sure is that you actually have an option. So we store nothing. There is no like delete or whatever. Like there is just, we'd store nothing. We don't even have hard drives. We have DRAM.

And when the power goes off, everything goes away. So we wanted to make sure that there was an alternative where when you use DeepSeek's model, your data is not going to the CCP. Well, right now, the CCP is probably going to be taking the safeties off the weapons. They're going to be like, why are you making this model open source? Please direct your data towards us.

And when the power goes off, everything goes away. So we wanted to make sure that there was an alternative where when you use DeepSeek's model, your data is not going to the CCP. Well, right now, the CCP is probably going to be taking the safeties off the weapons. They're going to be like, why are you making this model open source? Please direct your data towards us.

And when the power goes off, everything goes away. So we wanted to make sure that there was an alternative where when you use DeepSeek's model, your data is not going to the CCP. Well, right now, the CCP is probably going to be taking the safeties off the weapons. They're going to be like, why are you making this model open source? Please direct your data towards us.

Go win a bunch of customers this way. But now we want the data. Right. And so they're going to change the strategy. But remember, DeepSeek is a real I mean, it's a hedge fund. They're doing this themselves and they're just influenced by the CCP. And the CCP, now that they've seen the success of this, might see it as yet another TikTok.

Go win a bunch of customers this way. But now we want the data. Right. And so they're going to change the strategy. But remember, DeepSeek is a real I mean, it's a hedge fund. They're doing this themselves and they're just influenced by the CCP. And the CCP, now that they've seen the success of this, might see it as yet another TikTok.

Go win a bunch of customers this way. But now we want the data. Right. And so they're going to change the strategy. But remember, DeepSeek is a real I mean, it's a hedge fund. They're doing this themselves and they're just influenced by the CCP. And the CCP, now that they've seen the success of this, might see it as yet another TikTok.

One question to ask is, are we going to be talking about R1 for the next six months? And the answer is absolutely not. We might be talking about R2 and R3 and R4, but R1 was one shot. The question is, are they going to keep coming up with very interesting things? Are we going to cat and mouse it? Is everyone going to learn from this? The biggest problem is we've

One question to ask is, are we going to be talking about R1 for the next six months? And the answer is absolutely not. We might be talking about R2 and R3 and R4, but R1 was one shot. The question is, are they going to keep coming up with very interesting things? Are we going to cat and mouse it? Is everyone going to learn from this? The biggest problem is we've

One question to ask is, are we going to be talking about R1 for the next six months? And the answer is absolutely not. We might be talking about R2 and R3 and R4, but R1 was one shot. The question is, are they going to keep coming up with very interesting things? Are we going to cat and mouse it? Is everyone going to learn from this? The biggest problem is we've

this has just made it absolutely nakedly clear that the models are commoditized, right? You've been asking the question, right? Like if there was any doubt before, that doubt's over. So what is the moat? And for me, I love Hamilton-Helmer's seven powers, right?

this has just made it absolutely nakedly clear that the models are commoditized, right? You've been asking the question, right? Like if there was any doubt before, that doubt's over. So what is the moat? And for me, I love Hamilton-Helmer's seven powers, right?

this has just made it absolutely nakedly clear that the models are commoditized, right? You've been asking the question, right? Like if there was any doubt before, that doubt's over. So what is the moat? And for me, I love Hamilton-Helmer's seven powers, right?

So marketing is the art of decommoditizing your product. And the seven powers are seven great ways to decommoditize your product. Scale economies, network effects, brand counter-positioning, cornered resource, switching cost, process power, right? The question is, who's going to do what? OpenAI, and you've got to give Sam Altman and that team credit.

So marketing is the art of decommoditizing your product. And the seven powers are seven great ways to decommoditize your product. Scale economies, network effects, brand counter-positioning, cornered resource, switching cost, process power, right? The question is, who's going to do what? OpenAI, and you've got to give Sam Altman and that team credit.

So marketing is the art of decommoditizing your product. And the seven powers are seven great ways to decommoditize your product. Scale economies, network effects, brand counter-positioning, cornered resource, switching cost, process power, right? The question is, who's going to do what? OpenAI, and you've got to give Sam Altman and that team credit.