Jordi Visser

the lowest adoption users.

And they're kind of depending on ads.

And I think that's why they said they're coming out with ads.

All of the other ones, Perplexity Finance, Gemini used for all deep research, all consulting things for sure.

It's my number one tool for it.

Claude has gone completely with Anthropic down the enterprise that is dominating that part.

They've all kind of taken their niche

Grok will be the best model, I'm sure, once the rollout comes out of Grok 5, just because of the leapfrogging.

And Grok is an interesting one because it's already integrated into a Tesla.

It's already integrated in a lot of different ways.

I think ChachiBT has got some problems.

It's a valuable asset.

It's a valuable brand.

But they just don't have the users to actually make money off of it.

And so in the case of Anthropic, their revenues are up to $9 billion, I think they said.

It's like half of OpenAI?

half of OpenAI and the losses for OpenAI are now supposed to be 14 billion.

The problem you're going to run into with this is their valuation is significantly above Anthropix and it's wrong.

And what you've seen in Oracle stock price, which is back down to new lows, is representative of the fears on OpenAI.

So I do think this is going to be a fear.