The Exchanges

Q from open AI and Apple has not participated, uh, in this moment. They said Microsoft and Apple come from real innovations and use cases, executing LLMs Is expensive, risky trash for grifters, and they know it. There is no paradigm shift without Apple and Microsoft on board, so why should they take the risks of building these models driven by stolen data? This stuff is toxic, and they know it.

A Could you find someone who has a stronger opinion and is less equivocal in their commentary? Um, let's see. Uh, it's unclear whether that was a choice Apple made or a, a, Inability to, um, do whatever they needed to be doing. Um, I've found it It's, it's surprising how Siri for, Siri or iMessage, for example, have been, been so, um, impossibly slow to keep pace with what appear to be things that, um, AI startups with 10 or 12 people have been extraordinarily successful at, like text to speech or speech to text. Um, Granola, for example, does a 100 times better job of interpreting what I'm saying than Siri does, which seems, I would, I would imagine has Um, orders of magnitude, more people and resources focused on it. So I don't think it's that Apple has seen that what OpenAI and Anthropoc are doing is, you know, grifting. I don't think that's the case at all. And I think, I think Microsoft pulling back from the OpenAI relationship probably has more to do with Satya's, um, understanding of the dynamics that are going on Inside OpenAI and with the relationship between him and OpenAI and maybe his perception of what he believed to be true and what is actually true and his understanding of where he wants to take Microsoft.

AI assessment note: “I don't think it's that Apple has seen that what OpenAI and Anthropoc are doing is”

Q Uh, it's a, it's, I get, I don't know, maybe, maybe I'm, Um, misreading the market, but I get like a trillion dollar company on belief of Elon, but then if he buys Tesla, we're talking about a three trillion dollar company in the belief that Elon will figure it out. Is that possible?

A I think, I think based, so, so again, when SpaceX goes public, and I think it'll actually, could you, you could, it could, it could end up being worth over two trillion dollars on day one, whether that's a fake price or not. And, you know, three days later, it's something else. People are going to, There's so little float. My understanding is there's so little float and the float is, you know, how many shares are being issued, et cetera, as a percentage of the overall, um, number of, of shares of SpaceX that, and there's going to be so much demand that the day one price is going to go to some insane number. And where it fits out, I don't think is, I, I, I don't know. I just think that his ability to frame a narrative On a small float. You know, he doesn't need, he doesn't need, for example, you know, a bunch of sovereigns to come in and put four hundred billion each into the company. He just does, you know, 300, three, thirty billion each into the company. He just doesn't. So he's been able to sustain that retail narrative with Tesla, and I think it'll continue for some time with SpaceX. We'll see how long that lasts, but I do think he'll be able to do it.

AI assessment note: “I do think he'll be able to do it.”

Q Uh, so is it possible with OpenAI's case that OpenAI really delivers on the product because it has more of these data centers, but Still doesn't get it right economically?

A I think, so this is, this is my admittedly, um, opinion from the last couple of weeks, but one of the things that I see happening that works in OpenAI's favor is Codex is getting more and more popular. I think if you asked people a month ago, you know, if you actually looked at Google Trends a month ago for Cloud Code, Like, what Google Trends is, you know, show me what the search results, the volume of search results for this term over the last, you know, over, over time. Cloud Code looked like one of these inflection points. And Codex is kind of bumbling along. In the last couple weeks, I've heard more and more folks say, we're, you know, we were 95% Cloud Code and a couple, like, Codex fans, and now we're, now there's A rapid growth in the number of people moving to codex. So all of that, that works in Sam's favor, and should that continue, and you see a sort of, you know, balance of, I don't recall, I don't know, fifty-fifty, sixty-forty, whatever, and with the, with the growth in agentic coding across the board that's going to continue, that could be what saves, that could, that could be one of the things that saves OpenAI.

AI assessment note: “that could be what saves, that could, that could be one of the things”

Q would Would pay that price. Um, this investor said, no, uh, they're so close to parity that you're much more likely to see a price war than you are to see, um, a, a across the board price raise. And then I had to agree with him. Um, and so if that happens, then how do you justify these massive valuations for the open AI and anthropics of the world?

A I, I agree with that sentiment. I actually think there's a bigger challenge for them. And it's something that, um, is growing in the news, which is the public backlash against where's all the compute gonna come from, and are, who's, whether, are these data centers that have been already committed to and approved by the county commissioners and blah blah blah, are they gonna, are they really gonna keep happening? Um, I mean, you know, the one that's been in the news a lot Is the Utah data center, just north of Salt Lake, that Kevin O'Leary, the Shark Tank, uh, investor from the Canadian Shark Tank. Whoever's in charge, who's ever actually the money behind this thing, and I actually don't know who it is.

AI assessment note: “I agree with that sentiment. I actually think there's a bigger challenge for them.”