Travis Kalanick

You guys have a buddy who has R1 on his laptop, you know? Yeah, exactly.

But guys, what it would take to distill a one, like brute force, it wouldn't be like, oh, geez, I can't believe it was distilled. It would be like such a massive number of calls against an API or against something. Something. That it wouldn't be unnoticed.

But guys, what it would take to distill a one, like brute force, it wouldn't be like, oh, geez, I can't believe it was distilled. It would be like such a massive number of calls against an API or against something. Something. That it wouldn't be unnoticed.

No, no, but they're always doing that. That's constant. You're always doing that. That's like the old school. Go ahead, Zach.

No, no, but they're always doing that. That's constant. You're always doing that. That's like the old school. Go ahead, Zach.

Because you need to test your model against theirs anyways.

Because you need to test your model against theirs anyways.

Here's the other side, and totally agree, Chamath, but here's the other side. You go through the white paper, you see what it is they did, what they innovated on, the science behind it, the thoroughness. And you're like, these guys are badass. They're badass. It does not feel or sound like somebody who took something just when you get through it.

Here's the other side, and totally agree, Chamath, but here's the other side. You go through the white paper, you see what it is they did, what they innovated on, the science behind it, the thoroughness. And you're like, these guys are badass. They're badass. It does not feel or sound like somebody who took something just when you get through it.

It could be that OpenAI wrote the white paper for them, just putting it out there. But it's real innovative. I agree with that. Real innovation. Strong tech. You're like, this is legit. I agree with that.

It could be that OpenAI wrote the white paper for them, just putting it out there. But it's real innovative. I agree with that. Real innovation. Strong tech. You're like, this is legit. I agree with that.

Embrace and extend.

Embrace and extend.

Oh, I'm getting so excited. Look, I think the first degree out is it's what you got, is there a wrapper company? Okay, so of course, maybe those companies already exist. And then is there a tools company, right? So in a funny way, even though Facebook could be the wrapper, they have a tools business

Oh, I'm getting so excited. Look, I think the first degree out is it's what you got, is there a wrapper company? Okay, so of course, maybe those companies already exist. And then is there a tools company, right? So in a funny way, even though Facebook could be the wrapper, they have a tools business

that DeepSeek is basically challenging going full open source and putting something out there that's really good. And what has to happen is Meta has to decide, we are going to embrace and extend this. We're going to make sure that all the developers come to us, that all the cool applications get built here. So I think it's like there's a tools business and then there's the wrapper business.

that DeepSeek is basically challenging going full open source and putting something out there that's really good. And what has to happen is Meta has to decide, we are going to embrace and extend this. We're going to make sure that all the developers come to us, that all the cool applications get built here. So I think it's like there's a tools business and then there's the wrapper business.

um and then you know look when ai here's the one thing on the nvidia thing that i would counter with a little bit of what's been said here is like when ai gets cheap you know what's going to happen guys there's going to be a lot more ai right i don't think i think the price elasticity on this one is actually positive so as the price goes down That's right.

um and then you know look when ai here's the one thing on the nvidia thing that i would counter with a little bit of what's been said here is like when ai gets cheap you know what's going to happen guys there's going to be a lot more ai right i don't think i think the price elasticity on this one is actually positive so as the price goes down That's right.

The revenue usage, everything's going to go up. Goes through the roof. This is the history of tech forever. Since like Bill Gates said, I don't know what to do with more than 64 kilobytes of memory.