Jordi Hays

Or maybe they really just did think, hey, yeah, this is just a research effort, like you do you, and then realized,

Later, like, whoa, we need to be a player in this.

We cannot be in the middle of this situation.

So we got to do our own thing.

Owning the end customer relationship.

And so wild, wild ride.

Yeah, it's tricky.

Every AI company is a general use technology.

They're using it for everything.

There's questions about, like, will you maintain value if you're in the token path?

Do you need to be, like, do not build a company that depends on the models getting better.

But if the models get really, really good, like, what can't they do?

And so constantly we see every company competing with every other company as competitors.

Every hyperscaler has an LLM at this point, and every SaaS product has other products because they can launch features faster.

And so the competition is heating up across all these different companies.

Yeah, what was he doing?

Crashing on couches or something?

These headlines are going to get crazy.

Because I mean, I see some of them getting community noted, but it's like a single day will move more than like all of Bill Gates's current net worth, that type of thing.

Those headlines are going to pop off consistently.