how much do you see xai as a competitor we talk about Google obviously all the time and uh we talk about anthropic and to some degree Microsoft and I don't know where you think Amazon is we'll talk to Jeff Bezos this afternoon but how do you see that they're a competitor do you think of them as one of your biggest competitors I mean they have it appears that they are coming on super strong yeah I assume they'll be a really serious competitor did you expect that yes you did yes and what are they doing and
and but and what are they doing and how have they been able to literally spin up a company that uh feels I'm not claiming it's comparable to what you're doing but getting super close super fast meaning what is that well a lot of the models of the frontier are all pretty close now um but certainly tremendous respect for how quickly they built that data center is that by the way do you do you fear that all this becomes commoditized as a result I mean if if if it seems like not I'm not saying anybody can
do it but it just seems like what is your advantage and by the way what is your disadvantage I think the technology itself to to the degree you believe deep learning is just like sort of like a law of physics and that we discovered an important new piece of science then yes that part will be done by lots of people everybody has their analogy for what AI is like you know and the sendar is going to be here he talks about it like electricity mhm a whole bunch of others people talk about like the Industrial
Revolution some people talk about like the Renaissance the one I like is the transistor there was a thing a scientific discovery that a few companies discovered first um that transformed our society that scaled unbelievably well like you know when people talk about scaling laws the best analogy for that I think is moors law and that came to be used by a lot of companies in all of the world like look at all the things in this room with transistors but we don't think about that as a transistor device and we don't think about Google as
a transistor company even though they wouldn't be here without one and I kind of think that's what's going to happen with AI um there will be shockingly capable models widely available used for everything and it will be inconceivable to people in the future that the devices the products and services they use are not really smart um and they want all call themselves AI companies or AI products and in that sense in some sense the AI itself the kind of the reasoning engine nature of it will become commoditized and that's fine that's good like science should
be just diffused throughout society and that's why we're focused on building things like Chachi PT
