Rob Wiblin

You know, we are totally transformed as an organization.

So the like evidence, like in the conviction to pull the trigger might be easier to achieve.

And then actually we have a bunch of labor.

So maybe we have like a thousand people on the like AI team instead of like 45 that we have now.

And they can like, you know, figure out all this stuff much more quickly.

But I think the concerning possibility is actually there's jaggedness where maybe AI is extremely good at math and maybe AI is extremely good at technical AI safety and certain specific kinds of manufacturing that could be really useful for a PPE play.

But it's not that.

We haven't automated ourselves.

It's not that good at doing our jobs because there wasn't much of that stuff in the training data.

We're just not...

well set up to absorb AI labor.

Yeah, it makes horrible mistakes in a way that you can put it in a setup in software or manufacturing where you catch those mistakes, but you need humans to do that on the open fill side.

So we're not very automated.

We don't have a visceral sense of it's time now.

This is the moment.

AIs are really, really good.

We got to go big.

But it's still the right thing to do to pour a bunch of money into AI labor on these few verticals that are heavily automated.

Yeah, so I think there's two challenges here to getting access to enough labor as an external group.

One is whether they will just even sell to you.