Travis Kalanick

Go.

Well, the other thing is they're already paying taxes on the property.

And because they're not there very often, they're not using city services.

So they're paying taxes on the property.

They're not using city services.

He's paying, he must be paying three or four million in taxes every year and getting no services to your point, Travis.

Good point, like all profit for the city.

All right, let's go to topic number one.

OpenAI is apparently suffering from a bit of an identity crisis.

On Sunday, OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees.

Obviously, it leaked immediately, probably the point of it.

And she called out, in profit, she said their $30 billion run rate is capped, inflated by $8 billion due to a revenue share and some accounting with AI model providers.

Chamath, you pointed that out in the last couple of weeks.

Also, she said, Anthropic Stories built on, quote, fear, restriction, and the idea that a small group of elites should control AI.

Obviously, she's a fan of the pod.

She also laid out OpenAI's pivoting, and she said they are going hard after business customers, and they want to win more.

the agent platform layer.

If you remember, they hired the architect of the open source project open claw, they didn't acquire open claw.

So Peter Steinberger is working at open AI, cynical people said, Hey, maybe they want his next set of innovations to go inside of opening his products as opposed to the open source one, I kind of agree with that directionally.

There's obviously Perplexity Computers doing really well.