Winston Weinberg

Like they're making multiple bets at multiple places

And what ends up happening is the people say, ah, this isn't what I signed up for.

It's kind of like a bait and switch and they go to something else.

And by the way, this has nothing to do with thinking machines.

I'm just saying this is what's happening, I think, at all of these labs is you go to work at Meta, you go to work at OpenAI, you go to work at Anthropic and you think you're going to work on something and then you end up not.

And, you know, they're in insanely high demand.

They're able to pick what projects they want to go work on.

Yeah, it's incredibly, it's very, very high.

And one thing maybe to bring up is I think that over time, we have this interesting thing where it's like a lot of the AI companies, like application layer companies, including ourselves, like in the beginning, we're like rappers, right?

And what's going to happen over time is these companies are going to do two things.

One, a lot of just the core software that they build, it's not even going to be AI related.

It's just core software building.

And that's actually going to be very differentiated.

The second thing that's going to happen is none of these companies have access to proprietary data until very recently.

And so a lot of the stuff that we're looking at is how do you actually create like custom solutions for like a large enterprise?

And that is AI problems again.

So now we're all the way back to AI actually mattering.

And I think that what we're going to see is that kind of main problem of a lot of these companies haven't hired any AI talent.

And a lot of what they've done is the model is basically the entire product.

And as these companies scale and they have to create more differentiated products, I think having AI talent is going to matter again.