Q Open router. Routing. Everyone wants cheaper stuff. AI, the mixed multiplication commodity. There's no reason to pay a PhD to fold your laundry, but you also don't want to give open router all your data, or do you, or do you not care? Like, how does that play out?
A I, I do think that the bigger question here, which is going to also bifurcate, it's not going to be one takes all, is open versus closed. And, um, I am saying this obviously with a bias, as I've said in the past, that where you stand on the issue depends on where you sit in the cap table and where large investors and hugging face, which made a lot of news over the past few weeks. But I think that the future is for the more sophisticated users who serve for the enterprise, it's going to be your longitudinal proprietary repository silo of data that is yours. That is exactly as we were just talking about, uh, not ingested by the machines. And if you have that and can run open source models, On that time series of data that is exclusively yours, whether you're a pharma company, a finance company, insurance company, a retail company, a venture firm, increasingly you are realizing that to get the benefit, you're giving a benefit. And you're going to say, I'm not going to give that data, especially if I'm not going to give that data and watch as one of the closed labs competes me away. And you saw that first with Figma, which was sort of scary. And I think the push now from Anthropic and opening eye to go into pharma and pharma companies saying, well, do we want to do this? Do we want to give them our data and then potentially open up competitors? And I think there's a big move right …
AI assessment note: “you are going to say, I'm not going to give that data”