Zoe Schiffer

I think that it's, you know, I think it really depends on who you talk to.

I think personally, I would be surprised to see Elon Musk be completely victorious in this case.

But I think they're taking it seriously because it's not impossible.

Like he's throwing everything he can at this.

And while I do think OpenAI has a lot of evidence that Elon Musk knew along the way that they were restructuring, that they had to do that to raise outside capital because it is so horrifically expensive.

to build frontier AI models, you know, it's Elon Musk.

So I don't think you can ever completely discount his legal fights, even when they seem spurious at the outset.

Yeah, so it's really interesting.

There was a study from Stanford that came out months ago that said AI, from what we can tell, is in fact taking jobs from younger workers.

And that makes sense because you still need people managing the AI agents, but like if AI agents can do the work of kind of more junior employees, then perhaps you need less of them.

At the same time, we know that the way that AI is being rolled out at a lot of companies is not actually creating the efficiencies that people have expected, at least not yet.

But I think having talked to a lot of people in Silicon Valley lately, both people who are affected by the layoffs, managers who are going all in on this kind of new AI forward company structure, that there is actually, and I hope I don't get like completely taken down on

internet for this.

I think that at least when we're talking about software companies, a lot of them are bloated in the AI era.

I think that if you do AI correctly, you genuinely can have a single engineer who does a lot more than that person could previously do, and therefore you might need...

fewer overall engineers, unless you want to like, as a company, do a whole lot more things or roll out a bunch more products or whatever, which is also an option.

And so I think we're going to see a lot of companies doing what Meta is doing.

We already are.

Amazon has taken similar steps, both because it looks good to investors.

And I know that this is an unpopular opinion, but I genuinely do think like,