Zach Lloyd

And it's like a very, very like cushy thing, but it tends to like...

keep around the sort of like people who wanna take fewer risks.

So I don't know, I'm not loving what I'm seeing from the outside, but I had an awesome experience working there back when I was an engineer.

Sell all of my position in Google.

Sell it.

So here's the bull case on Google is they have crazy distribution, they have a crazy brand, they have amazing infrastructure.

So it's like, I don't think Google's like beyond hope, but like- Crazy distribution, crazy brand.

They have 10%- Waymo is awesome, by the way.

Have you been in a Waymo?

Waymo is crazy.

Waymo is very, very cool.

No, I've never been, but I think- Oh, Waymo is the coolest product I've been in a long time.

I really like Waymo.

Yeah, but I think the culture is super slow.

And so I don't think a super-duper slow culture, they're going against very, very aggressive, fast-moving companies.

I think OpenAI's execution on ChatGPT is really good, but maybe the inertia of just being so big and having such distribution is enough.

I don't know.

The two leaders are GPT-5 and the Claude models.

And so we measure them.

First of all, it's not so much gut.