Dave Morin
202 statements across 96 episodes · 88 bullish · 70 bearish · 3 people on the record · first statement Jun 12, 2023 by Dave Morin · across every show →
On the record as a speaker too: Dave Morin's record, appearances and statements → this page counts the times other people say the name.
Everything said about Dave Morin, oldest first
Jun 12, 2023
Jun 30, 2023 positive
Morin: Sunrise Foundation funded landmark psilocybin depression efficacy study
“Britt and I have a small mental health-related foundation called Sunrise, and we've invested in, The basic science around psilocybin. We were one of the first investors in the study that proved that psilocybin has over 80% efficacy for depression.”
Aug 4, 2023 neutral
Dave Morin: Nostalgia cycles peak after 20 years when buyers reach peak earnings
“The trends that start, you know, trends that happen 20 years after, they tend to happen 20 years after the products become popular because the people that were buying them, and in this case the nineties, are at their peak earning potential.”
Aug 4, 2023 positive
Dave Morin: Post-internet hunger for real-world connection drives massive live event economics
“People really desire this like tribal connection to other people and to have a shared experience in the real world again. And that to some extent, this is one of the inputs driving this business output that we're talking about.”
Aug 11, 2023 positive
Aug 11, 2023 positive
Aug 18, 2023 bearish
Aug 25, 2023 neutral
Dave Morin: Apple needs a 'dinner time' family phone shutoff feature
“I sent an email down to Apple the other day asking for a feature called dinner time, which is a feature parents can use to shut all the family's phones down, make everybody come to dinner, including the parents, and the kids can do it too”
Aug 25, 2023 positive
Aug 25, 2023 negative
Dave Morin: Scheduling meetings in advance relies on outdated information
“People reaching out for meetings usually have a decision to make, or they are trying to work through an idea, and it is happening in the present. By asking for a meeting and then punching it out into the future, you're actually operating on bad information.”
Aug 25, 2023
Sep 1, 2023 positive
Sep 29, 2023 negative
Oct 6, 2023
Oct 6, 2023 positive
Dave Morin: Shutting Down After an Unsuccessful Seed Round Is Normal
“It's okay to get to the end of your seed round and turn to your investors and say, the card we flipped over didn't prove what we thought it would. And so we're either going to shut down or we're going to do something completely different. Right. Like that's th…”
Oct 6, 2023
Oct 6, 2023 neutral
Oct 13, 2023 positive
Oct 27, 2023 positive
Oct 27, 2023 positive
Oct 27, 2023 neutral
Sam Lessin: Prior social app success gives no guarantee of repeating it
“To make a social part of that work, yes, you have to be in Dave's list of the top 10 product people in the world, but you also need incredible luck and incredible timing. And like, it's not clear that just because you did especially social once properly and go…”
Nov 3, 2023
Dec 1, 2023 positive
Dave Morin: High-quality AI bots will dominate social media comments by 2033
“And so, it stands to reason that 10 years from now, like, you know, yeah, bots really suck today. They're awful at their job. And so, you know, 10 years from now, we're gonna have a bunch of amazing bots, like, you know, commenting on all of our stuff, and.”
Dec 22, 2023 neutral
Dave Morin: The future of work will remain largely hybrid
“Largely people aren't gonna go back to
[1541] Dave Morin: One or the other. I think it's going to be a hybrid weird world going forward. And so our takes almost don't matter. It's not like one of these things where all of society at large is just going to swit…”
Jan 19, 2024 bearish
Jan 26, 2024 neutral
Feb 2, 2024 bearish
Feb 9, 2024 positive
Feb 9, 2024 bullish
Dave Morin: Apple Vision Pro Expands Headset Market, Leaving Room for Meta
“I also think that it's market expanding, right? There's room for both. And there's going, just like in computers, you know, you needed Dell, you needed Microsoft, you needed Apple, right? There's a lot of different customers out there.”
Feb 16, 2024 positive
Morin: Spatial computing replaces web browsers with physical surfaces like walls
“The browser isn't a browser anymore. It's like the walls are, you're able to, like, change the walls of the physical space and the floor, and you're able to, like, do things like what we would call a web page in the internet today, but it's like the surface of…”
Mar 8, 2024 negative
Mar 29, 2024 negative
Morin: Shockingly difficult to convince people to meet in person
“I've actually been pushing really hard to shift as much of my schedule to in person as possible. And I'm actually shocked at how hard it is to get people to meet in person. And it's been somewhat disheartening that I haven't been able to get it to push as far …”
Mar 29, 2024
Mar 29, 2024 bullish
Dave Morin: Investors Will Re-Allocate to Venture as Fed Cuts Rates
“Here we are, we're sitting here looking at an IPO that went well fed that's talking about lowering rates again. And so, you know, of course risk is going to move back on and people are going to actually start to think about allocating into the venture asset cl…”
Mar 29, 2024 negative
Dave Morin: DOJ's antitrust case against Apple lacks merit without narrowed market
“I don't think you can make a, I really don't think there's an antitrust case inside of this suit. I think it's very, very hard. You can't claim that I just on one simple piece of data, which is that Apple doesn't even have a monopoly position in the smartphone…”
Apr 12, 2024 negative
Apr 19, 2024 bearish
Apr 19, 2024
Apr 19, 2024 bullish
Apr 26, 2024 bullish
Apr 26, 2024 neutral
May 3, 2024 negative
Dave Morin says instant reviews fail to properly evaluate complex new products
“Well, I think there's this interesting thing where, like, people try to metabolize new releases of things, like, in the first hour after they launch, and something that's 31 songs long, or even You know, new gadgets that take a long time to understand. It's li…”
May 17, 2024 bearish
May 17, 2024 bearish
Morin: AI copywriting startups like Jasper are 'game over'
“If you remember, like at the very beginning of, I think it was last year, or I guess right after ChatGPT launched or around that time, there were actually quite a few writing tools. There were copywriting tools... It's super clear that's game over.”
May 24, 2024 positive
Morin: Zuckerberg coined "move fast" so engineers wouldn't fear breaking Facebook
“And it was a lot about, we had actually just had an engineer that took down the entire site, and the engineer was feeling absolutely terrible because the, you know, the change he made in the code caused us to lose some ad revenue that day. And Mark was looking…”
May 24, 2024 neutral
Morin: Major tech waves require three generations before commercial success
“This pattern is the same across all of these technologies, right? Like you've got this really sort of hypey early hacker phase where you know, have a bunch of people working on something, a bunch of capital is deployed, none of it works and it all crashes. The…”
May 24, 2024 bearish
Jun 21, 2024 positive
Jun 21, 2024 bearish
Jun 21, 2024 negative
Dave Morin: Social media causes irreparable harm to an entire generation
“I think the data is abundantly clear. The science is, like, pretty hard. It's like really good science, and the science says that I think we're doing irreparable harm to an entire generation, and that it's a national mental health emergency, and that we have t…”
Jun 28, 2024 negative
Jul 5, 2024 negative
Aug 2, 2024 negative
Aug 9, 2024 negative
Morin: Helena property managers dropped Airbnbs for long-term residential leases
“All of the property management companies in my hometown that were in the business of Servicing Airbnbs were getting out of the business. They gave, you know, 60 day notices to like every Airbnb in town that they were servicing because they want to get into the…”
Aug 16, 2024 positive
Dave Morin: Culture has shifted from software utopianism to body futurism
“We've shifted from a software utopian vision where we're talking about what software can do for our minds and do for our social cultures, and now we're focused on consciousness hacking, body improvement protocols, peptides, AI-guided meditation, designer babie…”
Aug 16, 2024 bullish
Aug 16, 2024 positive
Aug 16, 2024 negative
Aug 30, 2024 neutral
Sep 6, 2024 bearish
Sep 13, 2024 neutral
Oct 4, 2024 bullish
Oct 4, 2024 bearish
Oct 4, 2024 bullish
Oct 11, 2024 bullish
Dave Morin: AI coding breakthrough wouldn't exist without Claude 3.5 Sonnet
“It was Claude Sonnet that caused this to happen. Like it was to put a fine point on it. If it were not for Sonnet, this software engineering breakthrough, I don't think would be happening right now. So you can like literally go to the day that model was publis…”
Oct 11, 2024
Oct 11, 2024 bullish
Dave Morin: Tech is transitioning from enterprise SaaS to personal software
“And now we're shifting to the personal software era where people can build their own software for their own use case. They can build it for their friends, their groups, small groups, and you don't have to depend on an organization to build you everything anymo…”
Oct 11, 2024 bearish
Dave Morin: Value of developing software is rapidly collapsing to zero
“One, the value of all software being developed is kind of rapidly going to zero right now because anyone can build anything that they want for any workflow in their business or their personal life very, very quickly and for very low cost. And so that means tha…”
Oct 11, 2024 bullish
Dave Morin: AI built an app in weeks that previously cost $1M-$2M
“I was able to build an app for myself using AI software engineering tools, which would have cost one to two million dollars in seed capital to build in five people and maybe one year to two year, maybe call it 12 to 18 months of time and one to two million dol…”
Oct 11, 2024 bearish
Dave Morin: Prohibitive API costs prevent consumer AI apps from emerging
“Right now you're seeing almost no consumer AI apps because it's so expensive to use the big models, right? Like if I were going to build a consumer AI app of any kind, call it, let's call it a social app of any kind. And I needed to call that API every single …”
Oct 11, 2024 bearish
Dave Morin: Surging domain prices signal when to short an asset class
“When an asset class is dot domain. So like, remember when web three was using dot X, Y, Z and dot X, Y, Z domains went through the roof. They were like, 10,000 dollars per domain. So like, when that happens, you know you should go short.”
Oct 11, 2024 neutral
Oct 18, 2024 neutral
Oct 25, 2024 bullish
Nov 8, 2024 positive
Morin: The 2024 US presidential election was the first true podcast election
“To some extent, I think this election is the first real social media election, and it happened in a way that we didn't expect, right? Like, we thought that this was going to happen when Facebook and Twitter in a way, and then through the 20 tens, we thought th…”
Nov 15, 2024 neutral
Nov 29, 2024 bullish
Nov 29, 2024 neutral
Dec 6, 2024 bullish
Dec 6, 2024 bullish
Dave Morin: AI will enable tens of millions to build high-margin custom software
“I think there's a large explosion of tens of millions of more people building more specific, more personalized software to various use cases that you can charge a higher margin for because it's custom to like, I don't know, to use Aaron's example, like the, yo…”
Dec 20, 2024 bearish
Dec 20, 2024 positive
Dec 20, 2024 bullish
Dec 20, 2024 bullish
Dave Morin: 2025 will dramatically accelerate the era of personal apps
“I think that the era of personal apps is going to dramatically accelerate. I think you're going to see almost everyone, you know, will start to experiment with building their own software using these tools. And I think people will be shocked at what they can b…”
Dec 27, 2024 negative
Dave Morin: Fundamentalist ideologies become cults and cause grave miscalculations
“All fundamentalisms, and we've seen quite a, even, you know, in the last few months, we've seen other forms of fundamentalism make grave miscalculations in terms of the actions that they take in the real world. And fundamentalisms in all of their forms are the…”
Dec 27, 2024 positive
Dec 27, 2024 negative
Dave Morin: AI researchers treat AGI with religious deification
“The research side of the AI community has, you know, is largely a secular you know almost always talks in a deeply religious tone. They've made the, you know AI, in particular the AGI technology, into almost a sacred you know, they've almost deified this techn…”
Jan 31, 2025 bearish
Jan 31, 2025 negative
Morin: The loneliness epidemic is actually a parasocial relationship crisis
“And so my theory has been that if you take up a bunch of the spots in your mind with people who aren't your real friends, Then we, when you go off into the real world looking for your real friends, you're going to wonder where they are. And so I think that the…”
Jan 31, 2025 neutral
Feb 7, 2025 positive
Feb 7, 2025 neutral
Feb 7, 2025 bullish
Feb 14, 2025 bearish
Feb 21, 2025
Feb 21, 2025 neutral
Feb 28, 2025 negative
Mar 14, 2025 bearish
Morin: YC and Early-Stage Startup Valuations Are 20% to 40% Too High
“Like I went in there and I'm like, wow, like we're talking 25, 30, 35, 40, like the prices are just still too high. And so part of me is like, you know, if you look at the real estate market, you look at the, even the early stage startup market, like these pri…”
Mar 14, 2025 bullish
Mar 14, 2025 positive
Mar 14, 2025 positive
Mar 14, 2025 bullish
Dave Morin discloses backing Hubble Network for orbital Bluetooth tracking
“Like we've got a company called Hubble that we're involved with that does blue Bluetooth from low earth orbit. So you can put a Bluetooth chip on anything from a container to a cow literally and, you know, track basically anything.”
Mar 14, 2025 neutral
Dave Morin: Trump administration is using executive tools to suppress inflation
“And it looks to me like the same thing is happening right now. We've already exhausted the monetary side policies in terms of the you know, the Fed was already working on lowering inflation before Trump came into office and it's stubbornly kind of sticking aro…”
Apr 4, 2025
Apr 4, 2025 negative
Morin: Activist protests at dealerships are scaring Tesla owners into selling
“Whoever these activism organizations are that you know, organize the protests around Tesla dealerships, like they're having a real impact right now, right? They're scaring Tesla owners. Tesla owners want to sell their cars. People are afraid to be driving thei…”
Apr 4, 2025 bullish
Apr 4, 2025 bullish
Apr 4, 2025 positive
Dave Morin: Excluding politics, Tesla makes the best American car unequivocally
“Like, look, I think at the end of the day, it's the best American made car that there is, right? Like it's unequivocal. If you kind of separate the cultural thing going on with Elon and Trump and mega and all of that stuff, and you just look at the Tesla objec…”
May 2, 2025 negative
Morin: Modifying AI Personality Without Transparency Threatens Mental Health
“Whether or not people use it for therapy or for helping them think through things or not, Sam, if you change the personality of the underlying tool or the underlying LLM without transparency, I think that's the most dangerous possible thing that you can do for…”
May 2, 2025 bullish
Morin: AI is like the early PC market, not the internet
“I continue to believe that this is more like the computer business than it is the internet business, where we're all paying for computers. Like, we're paying for access to computers, and in the early personal computing revolution, everybody was, if you're a se…”
May 23, 2025 negative
May 23, 2025 bearish
Jun 6, 2025 bullish
Jun 13, 2025 negative
Morin: AI note-taker sparked crisis after emailing sensitive meeting notes to everyone
“We had a hilarious story happen where Someone did a call in one of our companies. And it was a very sensitive call and they accidentally left the AI note taker in the call. And then the AI note taker sent the email to all of the participants that were supposed…”
Jun 13, 2025 bearish
Morin: Early research proves synthetic data cannot effectively train AI models
“Yeah, I mean, that goes back to that first research paper that came out right after ChatGPT launched, which basically said you can't create Fake data for training models. It just doesn't work, and so there was, like, this very early paper that effectively told…”
Jun 13, 2025 bearish
Jun 27, 2025 positive
Jul 18, 2025 negative
Jul 18, 2025 negative
Dave Morin: Meta lacks a consumer AI product to compete with ChatGPT
“I think that's the real question here is that can they build a product that can compete? Cause right now they don't have one. And so they have to figure out how to use yesterday's ad dollars to fund the creation of a new product.”
Jul 18, 2025 positive
Aug 8, 2025 positive
Aug 15, 2025 positive
Aug 15, 2025 positive
Aug 22, 2025 negative
Aug 29, 2025 bullish
Aug 29, 2025 bullish
Aug 29, 2025 neutral
Morin: Slow Ventures and Offline Ventures never submit data to investor rankings
“When I was building Slow Ventures, we were non-attribution. We never submitted data, right? And so we like, we're never on any of these lists. We do the same thing at offline. We really are non-attribution. We don't submit data, right?”
Sep 6, 2025 positive
Dave Morin: Private companies should be required to IPO at $10B or $100B valuation
“There should be actually a threshold at which you're required to go public. And it, I mean, it seems like a hundred billion dollar valuation is a reasonable take on that. Ten billion might even be reasonable, but it's just a little bit I think unfortunate that…”
Sep 6, 2025 bullish
Sep 6, 2025 negative
Dave Morin: Anthropic LPs are trading derivatives across its equity chain
“In the back channels, you've got the LPs of funds with primary positions in Anthropics selling derivatives, and then their LPs selling derivatives. There's like many derivatives being sold across the entire Anthropic equity chain.”
Sep 6, 2025 neutral
Dave Morin: Feeds segment users into thin cultures to maximize ad surfaces
“The feeds for a long time were trying to split you into as many cultures as it possibly could, right? Because you can, like, that makes sense from an advertising perspective, right? Like you want people to have as many thin cultures. You want to have a very la…”
Sep 12, 2025 positive
Morin attended YC Demo Day specifically to meet app BitRig
“The reason that I was at Y Combinator yesterday is because I found a startup four weeks ago that I fa I found it on like the design internet. Like it wasn't even, I didn't even know it was a Y Combinator company and I started using it and I just fell in love w…”
Sep 19, 2025 negative
Dave Morin: Kids will access harmful AI models regardless of guardrails
“Kids are gonna get access to this stuff. Just like, you know, everyone, our generation, parents tried, tried, tried to keep pouring away from them, but that didn't work. Right? Like the kids are gonna get the bad stuff no matter what we do.”
Sep 19, 2025 positive
Oct 3, 2025 negative
Dave Morin: Founders are pitching AI-generated startups they don't even understand
“We have founders that show up and they will start showing me their idea and they'll clearly have vibe coded, whatever it is they're showing me. And they'll be trying to explain the idea. And it's clear they don't actually understand the idea and that the AI ac…”
Oct 10, 2025 negative
Oct 10, 2025 negative
Oct 17, 2025 bearish
Morin: Passed on Jasper because models would do copywriting natively
“I remember we looked at internally, we looked at all the versions of Jasper, what there was Jasper, there was another copywriting tool, there was a story writing tool, and we actually at the time were like, eh, like this seems obvious that the models are going…”
Oct 24, 2025 negative
Nov 7, 2025 positive
Nov 14, 2025 positive
Nov 14, 2025 bullish
Nov 14, 2025 bearish
Nov 14, 2025 neutral
Nov 28, 2025 negative
Nov 28, 2025 negative
Dec 5, 2025 bullish
Dec 5, 2025 positive
Morin's Tesla interface shows 70 percent of his driving is currently autonomous
“This week I was looking at there's a new interface on the Tesla when you click on autopilot that tells you the percentage of time that the car has been self-driving. And I hadn't seen this before. And mine is somewhere in the range of 70%, which is like actual…”
Dec 19, 2025 bearish
Dave Morin predicts AI-generated UIs will threaten traditional SaaS business models
“And I think we're sort of rapidly moving towards a world where the UI, which largely was the entire business model of SAS for the last 10 years, most of SAS was like, I'm going to build this complex UX on top of a Postgres database, then I'm going to sell it t…”
Dec 19, 2025 bullish
Morin: Aggressive explosion in physical third-space culture coming in 2026
“I think that in combination with how tired people are getting of the internet and of just kind of digital culture rotting their brains, I think we're going to see an even more sort of aggressive explosion in third space culture.”
Jan 9, 2026
Jan 9, 2026 bullish
Jan 16, 2026 bearish
Dave Morin: Seed VC top quartile is synthetic beta; alpha lies in illegible spaces
“In the seed market, you have the multi-stage firms, And 2000 seed funds competing for the 75th percentile of all of those sort of just like you said, the mainstream stuff out there in the market. And so that effectively means you have almost perfect pricing an…”
Jan 16, 2026
Jan 16, 2026 bullish
Dave Morin: In six months, developers will deploy to Vercel in minutes
“It was very hard for him to understand GitHub and there's all these like, Intricate things that are very nerdy about how to interact with these tools, but they're not that complicated and will just get eliminated from the process. And so, you know, it's gotta …”
Jan 16, 2026 bullish
Dave Morin: AI will eliminate traditional user interfaces within five years
“Yeah, just what I'm saying is that like, if you're investing in something now or you're an entrepreneur starting something like you're what you're shooting a rocket that lands five years from now. Right. And so five years from now, like this is going to be cra…”
Feb 13, 2026
Feb 13, 2026 positive
Feb 13, 2026 bearish
Dave Morin: Stagnant SaaS Companies Will Get Eaten by Three-Person Teams
“So I'm sure that's going to go all of those plays are going to get eaten by the three person teams that you're talking about, right? Like they're going to come at like a freight train using these new engineering methods, and they're going to be able to eat tha…”
Feb 13, 2026 neutral
Feb 20, 2026 positive
Feb 20, 2026 neutral
Feb 20, 2026 bearish
Feb 20, 2026 bearish
Morin: Building functional software with AI will remain deeply technical
“Also on this front, the technical people and the non-technical people and the skills that it takes to make this stuff really work, even though it's really powerful right now are still very technical. And I think that's not going to change for many years.”
Mar 6, 2026 bullish
Mar 6, 2026 bullish
Mar 20, 2026 positive
Mar 20, 2026 neutral
Dave Morin: OpenClaw Built Skill Approval System After Malicious Code Exploits
“Like we had to build an entire approval process now for skills because the skills that were going into the, that was the thing making open clause unsafe was that people would download a new skill and then there would be Instructions in there that would exfiltr…”
Apr 3, 2026 bullish
Apr 3, 2026 neutral
Dave Morin: Core AI Agent Is Locked Down From Reading Personal Email
“I do not allow my email For example, to be read by my core agent, like my core agent is super locked down, you know, has really tight security around it. But then I have other agents that do specific things that I want to get done.”
Apr 3, 2026 bearish
Morin: Full-stack AI code generation breaks traditional internet cybersecurity
“A lot of the way that we built software, which was like, we're going to build all these little shims in between, and there's going to be all this open source software and I'm going to use yours and you're going to use mine and it's going to make my life easier…”
Apr 3, 2026 bullish
Apr 10, 2026 neutral
Apr 10, 2026 positive
Dave Morin: Agent personality and memories must be portable across models
“Because like one of the other things that we're seeing a lot of is that, you know, if Anthropic decides that they need to shift their business model or whatever, whatever intelligence you're using underneath your agent, you still want its soul and its memories…”
May 8, 2026 bullish
May 15, 2026 positive
May 15, 2026 positive
Dave Morin: Voice input is replacing typing to meet AI context demands
“Your hands can only type so fast and it's just more context per second, right? That you can input into the computer. And I think that's the big change here is that the models want more context to do a better job for you. And so we are shifting our way that we'…”
May 15, 2026 bearish
Dave Morin: Enterprise resistance to deploying multi-agent AI is enormous
“So I'm in a lot of conversations related to this, and the resistance on the front lines is absolutely enormous. People do not want, and I've actually only really in the last two weeks really Come around to having a lot of first party conversations about this. …”
Jun 5, 2026 bearish
Jun 5, 2026 negative
Jun 12, 2026
Jun 26, 2026 bearish
Jun 26, 2026 negative
Jul 3, 2026 bullish
Dave Morin: Engineers now prompt models rather than writing compiler languages
“You no longer have to speak a language that a compiler has to understand. Now you just have to be able to speak a language that the models can understand, and the models go speak compiler, and the compiler speaks to the assembler speaks machine language, and l…”
Jul 3, 2026 positive
Jul 10, 2026 positive
Jul 17, 2026 positive
Dave Morin: OpenAI's new voice model solves interruption and inference restart issues
“Everyone who's used the voice model knows that it's been this pretty janky experience where if you, like, say the wrong thing, it interrupts it restarts the inference, it gets confused. This is really good. It doesn't do that stuff anymore. You can just talk t…”
Jul 17, 2026 positive
Dave Morin: Real-time streaming AI voice will supersede meeting transcripts
“I don't think that's actually how the future looks. I think the future looks much more real time and that you're just gonna be like streaming, you know, in and out of these things in real time. And they'll like tell you things and it's gonna look much more lik…”
Jul 24, 2026 neutral
Jul 24, 2026 negative
Jul 31, 2026 neutral
Morin: Concurrent AI Agents Require Substantial Local Desktop Memory
“In order to run multiple agents at once, your Mac has to manage each thread, right? So if you're running, you know, one, two, three, 10, 100 agents at the same time, whether they're running through Codex, Pi, OpenClaw, or whatever, you have to have memory and …”
Jul 31, 2026 bullish
Jul 31, 2026 positive
Jul 31, 2026 neutral
Morin: Isolated AI Workers Use Open Letters as Emotional Outlets
“These folks that are working in AI in San Francisco and, you know, interacting with agents all day. Isolated to Zoom, you know, they actually don't have an emotional outlet. So, like, maybe the emotional outlet is coming out through X and through these types o…”
Jul 31, 2026 positive
Aug 7, 2026 bearish
Aug 28, 2026 negative
Aug 28, 2026 bullish
Sep 4, 2026 negative
Sep 4, 2026 bullish
Morin: Eager to Invest in Startups Sandboxing and Observing AI Agents
“All this really says is that we have to have enormous amounts of energy and new startups totally up for investing in them that focus on observability of agents and controlling and sandboxing agents into very strong boxes, right?”