Jonathan Ross

Agree. Especially for the pricing, because they're losing their pricing power on this. I can't speak for Sam Altman or OpenAI or anything like that. But if I was in that position, I would be gearing up to open source my models in response, because it's pretty clear you're going to lose that. So you might as well try and win all the users and the love from open sourcing.

Agree. Especially for the pricing, because they're losing their pricing power on this. I can't speak for Sam Altman or OpenAI or anything like that. But if I was in that position, I would be gearing up to open source my models in response, because it's pretty clear you're going to lose that. So you might as well try and win all the users and the love from open sourcing.

Otherwise, like you're already at a point where you're going to be using your other powers like brand and so on. I don't know why you try and keep that internal anymore.

Otherwise, like you're already at a point where you're going to be using your other powers like brand and so on. I don't know why you try and keep that internal anymore.

Otherwise, like you're already at a point where you're going to be using your other powers like brand and so on. I don't know why you try and keep that internal anymore.

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.

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.