Rory O'Driscoll

You have to buy it because if you look at the numbers, the growth is down to single digits.

Like it is empirically true on any source.

The growth is down to single digits.

But if you have no ads, it's tough too.

They have cheap versions in India and otherwise.

I don't know that they'll be as big as Meta in terms of footprint unless they want to go all in on free.

Well, there's shopping and there's ads of the classic one.

Right.

And everyone's tried that Instagram for e-commerce ads.

I'm not smart enough, but I know that that growth has slowed.

There's no debate.

It'll be interesting to watch.

And, you know, there's Google versus Gemini armchair quarterback.

And then maybe this is one simple reason Anthropic is better is because it doesn't have the same headwinds of already having 800 million users.

Like consumer gets you there faster.

But maybe Anthropic wins the bigger prize because the enterprise and the back end have just gotten going.

You know, the one thing that it took me just to tap an obvious beat to get is it obviously makes leaving easier, right?

It makes leaving because if you're leaving somewhere, you've hit your cliff.

And so on the one hand, it seems like a dumb idea, like you're creating mercenaries and perhaps you are.

But in the age you're asking someone that's 18 months into somebody else to leave and wait 12 months to make a dollar, that can be a tough sell in an age of plenty, right?