Matt Robinson

So I'm curious, what do you guys think was like diving into this was the most surprising conclusion you walked away with?

That's been the focus, obviously, of Anthropic for a while and OpenAI has been putting its weight there.

A quick note.

But a lot of folks I talk to are sort of agnostic about the models that they're using.

They'll sort of pick one out, use one here.

And then, you know, we had the market crash because Anthropic put out a legal plugin that was surprising to me.

So, and that's a lot of the conversation that I have with people.

They're not sticking to one necessarily.

They're building the infrastructure so they can swap them in and out.

So I'm just curious how, you know, how you guys think about how do you compete in that space?

Yeah, that's my sense.

At least I had a conversation with Man Group, which is like the largest publicly traded hedge fund.

And that's what they're doing.

They're sort of agnostic and they'll sort of use it to power their, you know, how they're using it for, you know, investment idea generation.

But as you were talking, and I think it's true, if you're a massive company, if you're 200, 300,000, are you really going to be

you know, you have too much on the line to be swapping out.

You have all your IP.

I think there's a whole other governance issue across all of these industries, like, okay, what are best practices for this sort of thing, which is still, I think, you know, emerging.

And so I think the, you know, man group is large, but I think it's a few thousand employees, right?

So it's not JP Morgan, it's like 250,000.