Victor Riparbelli

You know, there's some podcast on point, especially 12 months ago. Also, friend, it's that, right? In the future, it's going to be, you're just going to go on to whatever LLM. You're just going to say, make me a copy of Monday.com. You're going to deploy it. You're going to sell it at one-tenth of the price. It's going to be great. And all the existing companies are dead.

You know, there's some podcast on point, especially 12 months ago. Also, friend, it's that, right? In the future, it's going to be, you're just going to go on to whatever LLM. You're just going to say, make me a copy of Monday.com. You're going to deploy it. You're going to sell it at one-tenth of the price. It's going to be great. And all the existing companies are dead.

And I think that's a really, really naive view of what it's like to build a business. Technology and lines of code is super important. But as you know, right, you've built your company yourself. It goes way deeper than that. And I think it really... For me, that's things that people who've never built operate a company.

And I think that's a really, really naive view of what it's like to build a business. Technology and lines of code is super important. But as you know, right, you've built your company yourself. It goes way deeper than that. And I think it really... For me, that's things that people who've never built operate a company.

And I think that's a really, really naive view of what it's like to build a business. Technology and lines of code is super important. But as you know, right, you've built your company yourself. It goes way deeper than that. And I think it really... For me, that's things that people who've never built operate a company.

For sure. I think what it'll come back to, as it always does, like distribution is king and great products are king. And of course, there will be new LLMs that'll be better and more powerful as everyone else excited to see what GPT-5 kind of has in store. But I do think we are seeing the commodization of the text generation layer, right?

For sure. I think what it'll come back to, as it always does, like distribution is king and great products are king. And of course, there will be new LLMs that'll be better and more powerful as everyone else excited to see what GPT-5 kind of has in store. But I do think we are seeing the commodization of the text generation layer, right?

For sure. I think what it'll come back to, as it always does, like distribution is king and great products are king. And of course, there will be new LLMs that'll be better and more powerful as everyone else excited to see what GPT-5 kind of has in store. But I do think we are seeing the commodization of the text generation layer, right?

For most of the use cases that we'll see LLMs transform the world as we know it today, I think the current generation technologies are good enough. It's about, of course, improving the base models, but it's a lot about like building the product, the scaffolding around it. I definitely think we are seeing that, right?

For most of the use cases that we'll see LLMs transform the world as we know it today, I think the current generation technologies are good enough. It's about, of course, improving the base models, but it's a lot about like building the product, the scaffolding around it. I definitely think we are seeing that, right?

For most of the use cases that we'll see LLMs transform the world as we know it today, I think the current generation technologies are good enough. It's about, of course, improving the base models, but it's a lot about like building the product, the scaffolding around it. I definitely think we are seeing that, right?

Like if we're seeing like X and Elon Musk catching up like pretty quickly and Frobic has a really great product. A lot of people prefer those models over OpenAI's. OpenAI has a huge distribution mode and I think they've really managed to capture like the consumer version of the world here. And that's definitely going to be really valuable.

Like if we're seeing like X and Elon Musk catching up like pretty quickly and Frobic has a really great product. A lot of people prefer those models over OpenAI's. OpenAI has a huge distribution mode and I think they've really managed to capture like the consumer version of the world here. And that's definitely going to be really valuable.

Like if we're seeing like X and Elon Musk catching up like pretty quickly and Frobic has a really great product. A lot of people prefer those models over OpenAI's. OpenAI has a huge distribution mode and I think they've really managed to capture like the consumer version of the world here. And that's definitely going to be really valuable.

But I think it's a lot of distribution of product from now on.

But I think it's a lot of distribution of product from now on.

But I think it's a lot of distribution of product from now on.

I would do X because I think there's the most asymmetric upside if Elon delivers what he usually does. We've all heard of that data center that he built like 10 days or something, right? I think I would just never bet against Elon. And I think the upside potential there is huge. And I also think that the fact that he owns X is really, really powerful.

I would do X because I think there's the most asymmetric upside if Elon delivers what he usually does. We've all heard of that data center that he built like 10 days or something, right? I think I would just never bet against Elon. And I think the upside potential there is huge. And I also think that the fact that he owns X is really, really powerful.

I would do X because I think there's the most asymmetric upside if Elon delivers what he usually does. We've all heard of that data center that he built like 10 days or something, right? I think I would just never bet against Elon. And I think the upside potential there is huge. And I also think that the fact that he owns X is really, really powerful.