Travis Hoium

It makes sense to stay in that business that you know so well.

I think on the opening eye side, like Anthropic, starting from scratch, you need to earn customers.

The cost of acquiring a customer in almost any business is high, so you want to go after the customers with the highest payout.

That's on the enterprise side.

Again, we'll see what becomes a consumer AI.

Maybe we all will pay hundreds of dollars a month for these magical tools that make our lives better.

There's time to fight that out if and when that happens.

For now, if you are trying to build a business, you need to see your efforts generate revenue.

And clearly, I mean, I don't think this is unique to AI or anything like that.

Clearly, the enterprise is the customer to go to get that.

Yeah, I think it makes a lot of sense in a lot of ways, especially if you are trying to get to the IPO.

But it's just striking how many things they've tried that were supposed to be the future of technology, the future of artificial intelligence, and they just didn't really work out.

So we will see where OpenAI goes.

I'm sure we're going to be talking about this again soon.

When we come back, we're going to talk about crypto and what the future of stable coins looks like.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money with the Hidden Gems team.

Yesterday, we saw shares of Coinbase and Circle plunge.

I think Circle was actually down over 20%, at least one point.

And the reason was Congress is pushing through this Clarity Act, which is going to set the rules for stable coins.