Zaid

I mean, you just, I mean, they're also just getting wrecked and that's still part of the same software story.

And I think the vibe really shifted when like, you know, back in like October of last year, November of last year, a press release would come out.

Right.

And like, Oh, open AI is partnering with,

etsy and then like all the stocks would be up double digits and now claude comes out with any sort of tool that like has to do with an industry and that industry just gets wiped out like just bloodbath the next day was it i will say one of the more um ironic things uh you know when i look at like this whole idea of like that anthropic and claude is going to wipe out software is if you look at

Do you think it just comes down to AI potentially reducing headcount at these companies, right?

Maybe that's what the fear is.

These companies are going to replace junior employees and new hires with software, which means less seats for Microsoft down the line.

I agree.

I agree with you.

And that's why I'm really curious to see what the earning season is going to be like coming up.

Because, you know, how is the market going to react?

These companies are going to put up massive numbers.

And if it still goes down, like when stocks go down off of good news, that's when things get worrisome for me.

Speaking of a company who's actually looking to bounce back here is Meta.

I mean, they, you know, this week they showed off their latest AI model.

What's it called?

MuseSpark.

MuseSpark, right.

And it's the first one to come out of their super intelligence lab.