“It's very, very hard to build important businesses for the long term when if it went away tomorrow, there's a perfect replacement and always will be… I'm not switching off of Claude. I think Claude's completely fine and does what I need, but it's a one-line change if I want to… I just think Silicon Valley is very bad at business. I think Silicon Valley is very good at technology.”

it's just, it's just infrastructure for me. And it's just excellent at what it does. I mean, I published my diagram of like how all of my infrastructure works. And like, I'm loving it. As I said on the last pod, like my thing is, though, I think that the warning sign in mind is what we've been saying all along, which is this stuff is great. Multiplying big matrices is amazing. You can do great stuff with it. But it's very, very hard to build important businesses for the long term when if it went away tomorrow, there's a perfect replacement and always will be. It's fine. And so like I'm not switching off of Claude. I think Claude's completely fine and does what I need, but it's a one-line change if I want to. And like, it doesn't matter. Silicon Valley, if you'd be silly about it for a second, I just think Silicon Valley is very bad at business. I think Silicon Valley is very good at technology. And the irony is technology has been so dominant in certain areas that like being good at technology has swamped all sense of business and strategy for a long time. So it's like you don't need to be good at business. You just do technology, but this is a little different.