“If you're Eli Lilly and all of your data lives in Anthropic. And then Anthropic's like, hey, by the way, BTW, we got some drugs coming. You're like, okay, well, I don't feel so good now.”

if you're Eli Lilly, no special

sauce. If you're Eli

feel like we hear that pretty consistently from founders that are using, you know, that don't necessarily aren't even selling an AI product, but just have a big product corpus and they're using AI throughout their products. Where they're like, look, you can really like, if you really spend the…

but then, you know, it's like the nice thing is we know the answer. The market's telling us the answer. And the answer is that the inference companies in combination are doing mid-single digits worth of total revenue. Yeah. That's a reasonable proxy for open source because that's where it's…

I think, yeah. So I think the synthesis between these two is that, you know, again, shout out Eric Vishria. It all works. It all works. But also like the way it all works is like these actually, they're probably not even rivalrous to each other. And I don't know if this would be the case, but like…