Keith Rabois

We could probably do things that we didn't think were possible.

Teleportation.

I mean, who knows what's possible.

Let me ask you a question, Keith, Travis, Jason.

If you guys were running Grok 4... That'd be so much fun.

How do you judo flip OpenAI?

Because they are marching steadfastly towards a billion Mao, then a billion Dao,

It's a juggernaut.

So how do you use the better product in a moment to judo flip the less better product?

Well, if Travis's hypothesis is true, then everybody will.

If you have access to the money that buys the compute, everyone could solve that problem.

Which problem?

He said if he published all the FSD data...

Could somebody build an autonomous vehicle?

I think what you're describing is what we want.

But I think more specifically for today, Keith and Travis totally nail it.

Look, I think building a browser is an absolutely stupid capital allocation decision.

Just totally stupid and unjustifiable in 2025.

Specifically for perplexity, I think their path to building a legacy business is to replace Bloomberg.

Everything that they've done in financial information and financial data in going beyond the model has been excellent.