Victor Ripabelli

“I tweeted the other day that smart people, Talk about models and benchmarks, and customers talk about app flows, apps and workflows, right?”

“So we're launching our new AI video models within the next three to six months, and they're a very massive upgrade, both in terms of quality and fidelity of the avatar.”

“So the last 12 to 18 months, we've seen a massive shift towards product marketing with customer support, which collectively those two are now actually the biggest segments that we serve.”

“I think five years time, like, I think everyone's like, why the fuck did we spend five years talking about algorithms as being like a coworker? It's just like software that does things for us. And sometimes maybe you want to chat with it. That's great. That's …”

“But I think in two months, I think, 99.9% of the people who are using Anthropic and OpenAI today is going to go back to using their products, not DeepSeek's model.”