Victor Riparbelli

And I think that's where you're going to see a lot of the value being created. There's going to be a few foundational companies that'll be very big. They already power us with, of course, we use OpenAI, we use Anthropic. What do you use most and has that changed over time? We're mostly using OpenAI.

Yeah, we've shifted some workloads to Anthropic. We're also using Gemini actually. I think in general sense is that it's a lot about like pricing. Some models are definitely like better at things than others, but we have like a lot of like workloads that were big workloads. Moderation, for example, is one of them. So I think pricing is important.

Yeah, we've shifted some workloads to Anthropic. We're also using Gemini actually. I think in general sense is that it's a lot about like pricing. Some models are definitely like better at things than others, but we have like a lot of like workloads that were big workloads. Moderation, for example, is one of them. So I think pricing is important.

Yeah, we've shifted some workloads to Anthropic. We're also using Gemini actually. I think in general sense is that it's a lot about like pricing. Some models are definitely like better at things than others, but we have like a lot of like workloads that were big workloads. Moderation, for example, is one of them. So I think pricing is important.

And again, like the scaffolding infrastructure around it.

And again, like the scaffolding infrastructure around it.

And again, like the scaffolding infrastructure around it.

We only want to build models if we think we can be the best in the world at it, which in general for us means that it's a narrow domain and that it is directly tied to a bigger workflow. And so we always work backwards from what our customers are trying to do.

We only want to build models if we think we can be the best in the world at it, which in general for us means that it's a narrow domain and that it is directly tied to a bigger workflow. And so we always work backwards from what our customers are trying to do.

We only want to build models if we think we can be the best in the world at it, which in general for us means that it's a narrow domain and that it is directly tied to a bigger workflow. And so we always work backwards from what our customers are trying to do.

If we think we can be the best in the world at it and we think there are compounding advantages of building that model, then it's great for us. And what that means very specifically is that for humans presenting to camera, to dialogue-driven content, that's what we want to be the best in the world at.

If we think we can be the best in the world at it and we think there are compounding advantages of building that model, then it's great for us. And what that means very specifically is that for humans presenting to camera, to dialogue-driven content, that's what we want to be the best in the world at.

If we think we can be the best in the world at it and we think there are compounding advantages of building that model, then it's great for us. And what that means very specifically is that for humans presenting to camera, to dialogue-driven content, that's what we want to be the best in the world at.

I think there will be some concentration for sure in the big companies. But it's kind of interesting because like specialized models, right, it's still very technology centric. I think there'll be many, many, many different products that people use in their daily lives to run their businesses.

I think there will be some concentration for sure in the big companies. But it's kind of interesting because like specialized models, right, it's still very technology centric. I think there'll be many, many, many different products that people use in their daily lives to run their businesses.

I think there will be some concentration for sure in the big companies. But it's kind of interesting because like specialized models, right, it's still very technology centric. I think there'll be many, many, many different products that people use in their daily lives to run their businesses.

And a lot of those will probably use models that are like an open source thing that's kind of like tuned specifically for something and integrated into like an overall platform. And if you think of that as a specialized model, then yeah, I think we'll see a lot of specialized models, but it's very like tech industry to talk about models all the time, right?

And a lot of those will probably use models that are like an open source thing that's kind of like tuned specifically for something and integrated into like an overall platform. And if you think of that as a specialized model, then yeah, I think we'll see a lot of specialized models, but it's very like tech industry to talk about models all the time, right?

And a lot of those will probably use models that are like an open source thing that's kind of like tuned specifically for something and integrated into like an overall platform. And if you think of that as a specialized model, then yeah, I think we'll see a lot of specialized models, but it's very like tech industry to talk about models all the time, right?

Like I think most people, we will interact with models like we do in ChatGPT or whatever today for sure. But a lot of like the things that you won't notice as a consumer, when you're just using someone else's platform or product. There'll be a lot of workflows in the background that are also driven by LLMs. You'll definitely see a lot of companies building their own specialized LLMs, right?