“You have like Sam Altman, who's just always telling you that like it's going to be bigger and better than ever before… And you have Anthropic, who's almost opposite, is like, this is so good. I can't tell you anything, which in turn is a great story… So it's like you have two opposite, but like inadvertent storytellers driving valuations. And it's like hard to prove them wrong in any meaningful way at this moment.”

It's funny because you kind of, the way you say this, like I would answer the question and be like, it's just because of the story. And it's almost inside of this, you have the two opposite storytellers. You have like Sam Altman, who's just always telling you that like it's going to be bigger and better than ever before, right? And he has a long history of doing that. So he's like the showman style. And you have Androbek, who's almost opposite, is like, this is so good. I can't tell you anything, which in turn is a great story, right? Which is, what do you mean you can't tell us? They're like, this is so incredible, what we're about to do. It's so dangerous. We can't even discuss it, which of course makes you want to know more. So it's like you have two opposite, but like inadvertent storytellers driving valuations. And it's like hard to prove them wrong in any meaningful way at this moment.