S1: Hey what's up? So one thing I find really interesting
S1: right now is the difference in how it seems OpenAI
S1: and anthropic are approaching the market. I see anthropic as
S1: primarily this is an oversimplification, but I think anthropic is
S1: primarily going after the enterprise and trying to be all
S1: the internal workflows, all the unified entity context, kind of
S1: almost like a Palantir type situation of understanding the business
S1: and helping the business actually perform operationally. I feel like
S1: that is the massive force of what they're pushing into. Obviously,
S1: they care about consumer as well. So both are doing both.
S1: But I feel like OpenAI is largely focusing on the
S1: bigger consumer vision. So I opened ChatGPT the other day
S1: and I noticed it said, hey, connect your Apple health.
S1: So I feel like OpenAI is going after all the
S1: personal stuff. And they hired Jony Ive just as another
S1: piece of sort of evidence here. They hired Jony Ive
S1: to build a piece of hardware, which I think, and
S1: kind of the interpretation is basically that's meant to replace
S1: the iPhone or the phone in general, like to have
S1: an AI device where you're talking to your AI. And
S1: Sam has been talking about this massively. Dario seems to
S1: talk more about the future and work and the enterprise again,
S1: with some exceptions. And Sam seems to talk more about
S1: the future of like the personal ecosystem, having an agent
S1: always available. And obviously, given what I talk about in
S1: my sort of orientation, I really find that OpenAI thing
S1: quite compelling. Obviously, I like both. I'm really interested in both,
S1: but I feel like OpenAI is more aligned in this
S1: particular case with the way I've seen AI going, which
S1: is you have the personal assistant that is who you're
S1: talking to. The personal assistant is then doing all the
S1: different things for you in all these different places and
S1: basically operating on your behalf. And with the merging of
S1: ChatGPT and Codex into a single app, and the more
S1: and more connectors that OpenAI is bringing in, it really
S1: does feel like they are definitely heading in this consumer
S1: sort of orientation. And what I find interesting about this
S1: is both are multi-trillion dollar businesses, right? Replacing the operations
S1: layer of all these businesses is just extremely lucrative. Right?
S1: And that's where anthropic is sort of heading, but also
S1: just becoming the single agent, becoming her or becoming Jarvis
S1: for all of humans, right? Is kind of the Tam
S1: for OpenAI here in this particular lens. And that is
S1: also multi-trillion dollar market, right? So I feel like both
S1: are doing something extraordinary, really huge, that the other is
S1: kind of not touching as much. And I just find
S1: that really interesting. Curious to hear if you see it
S1: differently or if you kind of agree with this approach.