Shawn Wang: belief

Transcript context

…Right and increase in living at the edge of just having the compute budget to like run these experiments. I mean, kind of similar to what living at the edge on the research side has always been. You know, it was constrained in many ways by the amount of compute you had to run these experiments. It feels similarly on the, almost on the builder or like actualizing these tools now. Yeah. The other thing that’s, I mean, very obvious is philanthropic is kind of like the high price premium player. Um, that where, you know. Restricting limits or restricting model releases even is like the name of the game. Whereas Codex is like, come on in guys, use our SDK, use our login and we don’t care. We’re gonna reset limits. Whatever you do want to try to exploit the subsidies where you can get it. And definitely Codex is super subsidized right now. Gemini also very subsidized. Um, and. Comparatively, like, I think you should make, Hey, I guess while, while that’s going on, it’s not that bad to be a capabilities explorer on just the $200 a month plan from Cloud Code or from OpenAI. Um, and, uh, I I, I, my sense is that people aren’t even there yet. How do you think this, like, market ultimately plays? I mean, it’s obviously such a big market that, you know, any slice of that market is interesting for, for anyone going after it. But I think what, what makes people so interesting in the coding market particularly is it feels like it’s kind of this. Foreshadowing of what will happen in other, you know, any other kind of application market that the foundation models eventually turn to and are all their models against and gather data around. And so how do you think, you know, like does there end up being room for lots of different kinds of players or like, what do you think the end state of this market is and is that, do you think that’s applicable to other markets?…

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