Rory O'Driscoll

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?

So they probably also had to make so many exceptions.

It stops mattering.

That's not what I think.

No.

Oh, you do.

Go for it.

I think it sounds odd, but let's let's bring Oracle and CoreWeave in together.

I think they are very interesting.

And if you look at the leaders, they're the weak guys.

OK, they don't really own anything themselves.

They're at high risk of margin compression.