Rory Driscoll

There was a little bit of that dynamic going on.

Is this war escalating with a level of token intensity that you just can't keep up at?

And I acknowledge that at the app level, as I say, a couple of my companies are wrestling with those issues right now.

I did everything you told me to do.

To take another example that probably applies to even a large public company like Salesforce, who, yes, has infinite money, but also doesn't want to dip in the red.

Or you make sure that a combination of you have the advantage of the data that you possess to make it a better agent, to make it a more efficient agent.

Maybe you have to do less processing.

Maybe another thing is I've seen some of these companies using the open source models for a lot of it.

So you can leverage that and get cheaper processing.

Yeah, you got to do all those things.

But more than anything, I think, Jason, you're right.

You've got to deliver value such that you can charge for it.

But in the end, I mean, look, the dirty little secret is in the end, everyone's going to have to deliver value.

They're going to have to be able to charge more than the amount of money it costs to make the thing.

I mean, OpenAI may get to do that for longer than anyone else.

But in the end, the wheels of capitalism do grind fine.

And we're all going to have to pony up and cash flow positive.

One of the ahas from this is just the demand for inference and just by extension, the demand for compute and what does this say about it, right?

And I always think, it's gonna sound cool, I always discard, not discard, I always apply a certain discount factor to what people running the large AI model companies say about demand because they're talking their book.

And even the poor fools like Oracle who are investing to chase that demand and sell them compute services, I'm like, maybe you're getting fooled by these other guys.