“What's happening right now with the AI enthusiasts is that if there's a new model that comes out, there's zero loyalty. It's like, oh, Claude's better, I'll go use Claude. Oh, ChatGPT is better. And people are jumping all over the place. This is finally becoming this durable storage of your life and your story and your history… And that is going to be, I think, something where they're going to kind of lock that down.”

I mean, ChatGPT just announced dots. That's their version of it now. So that's come out. How do you

…history memory context? If you've predominantly used something, let's just say this may or may not be true, but if you've predominantly used ChatGPT, would you be inclined to use dots or would you be inclined to use something else? I don't know if they've made it harder or impossible to export your

agentic AIs. Like once you authorize all that shit, you don't want to do that every time a new model drops somewhere else. Yeah. So question for you. I saw a little news around this. Somebody, a friend of mine who's keen on startups and investing, texted me about contrast in styles and business…

You're hitting on a very fascinating trend, which is. This idea where applications, destination websites, all those things go away. So, in a world where you say, Hey, you know, I just need some new towels for my house, right? Rather than going on Amazon and searching for new towels or whatever it…

you think Amazon does? Because Amazon, I mean, does have huge advantages in terms of economies of scale, pricing, distribution, like physical distribution of product, speed of delivery, et cetera, right? They still crush. Last I checked. I mean, in most cases, they crush everybody else. Yes. But…