Speaker unverified: belief

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…I don’t want to trivialize it, but OpenAI and Anthropic are primarily LLM service— —providers. And some of the other companies like Google and xAI, linked to X, do other stuff— —too. And so it’s very possible if AI becomes more commodified that the companies that are just providing LLMs will die. I think the advantage they have is they have a lot of users, and I think they will just pivot. Like Anthropic, I think, pivoted. I don’t think they originally planned to work on code, but it happened that they found, “Okay, this is a nice niche and now we are comfortable in this niche and we push on this niche.” And I can see the same thing once… Let’s say hypothetically speaking, I’m not sure if it will be true, but let’s say Google takes all the market share of the general chatbot. Maybe OpenAI will then be focused on some other sub-topic— —like… They have too many users to go away in the foreseeable future, I think. I think Google is always ready to say, “Hold my beer,” with AI mode.…

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