WEBVTT 00:00:02.179 --> 00:00:04.799 Welcome to the AI Chat Podcast. I'm your host, 00:00:04.860 --> 00:00:07.179 Jaden Schaefer. Every day I cover cutting -edge 00:00:07.179 --> 00:00:09.320 AI news and talk with the leaders behind it, 00:00:09.339 --> 00:00:11.300 breaking down what it means for your life and 00:00:11.300 --> 00:00:17.059 business. OpenAI is offering the United States 00:00:17.059 --> 00:00:20.500 a 5 % stake in a sovereign AI wealth fund, and 00:00:20.500 --> 00:00:24.769 Bernie Sanders is pushing for a 50 % tax. Cursor's 00:00:24.769 --> 00:00:27.809 $60 billion SpaceX deal is putting their OpenAI 00:00:27.809 --> 00:00:30.649 and Anthropic relationship into question, as 00:00:30.649 --> 00:00:32.130 that's getting a little bit more tricky now that 00:00:32.130 --> 00:00:33.590 they've been purchased by one of their biggest 00:00:33.590 --> 00:00:35.929 competitors. Anthropic is currently in talks 00:00:35.929 --> 00:00:38.950 with Samsung to create a custom AI chip, and 00:00:38.950 --> 00:00:41.549 Meta is putting their smart glasses behind a 00:00:41.549 --> 00:00:44.009 MetaOne premium subscription. Will people pay? 00:00:44.149 --> 00:00:46.490 That is the question. Microsoft has just committed 00:00:46.490 --> 00:00:49.829 $2 .5 billion to Frontier. This is a new AI deployment 00:00:49.829 --> 00:00:51.850 company. This is not new. We've seen the same 00:00:51.850 --> 00:00:54.539 thing from OpenAI and from Anthrop... If you 00:00:54.539 --> 00:00:56.880 want to use AI to grow and scale your business, 00:00:57.020 --> 00:01:00.380 I have a free school community called AI Hustle 00:01:00.380 --> 00:01:02.960 where we have over 400 members and we're all 00:01:02.960 --> 00:01:04.680 sharing how we're growing and scaling our business 00:01:04.680 --> 00:01:07.700 using AI tools. My friend Jamie McCulley and 00:01:07.700 --> 00:01:09.920 I, we post a video every single week on there 00:01:09.920 --> 00:01:11.819 where we break down how we're using it inside 00:01:11.819 --> 00:01:13.959 of our own businesses. We share revenue, we share 00:01:13.959 --> 00:01:15.659 metrics, we share numbers and all of the software 00:01:15.659 --> 00:01:17.700 we use along the way. If you want to get access 00:01:17.700 --> 00:01:20.420 to over 150 videos, we have a premium section 00:01:20.420 --> 00:01:23.219 for $20 a month, but you can get free videos 00:01:23.219 --> 00:01:25.319 for free and access to the school community and 00:01:25.319 --> 00:01:28.500 our weekly live streams by going to school .com 00:01:28.500 --> 00:01:30.739 slash AI hustle. I'll leave a link in the description 00:01:30.739 --> 00:01:33.159 to help you grow and scale your business using 00:01:33.159 --> 00:01:35.680 AI tools. OpeningEye is offering to give the 00:01:35.680 --> 00:01:37.359 United States government, and I think really 00:01:37.359 --> 00:01:39.200 kind of the entire United States theoretically, 00:01:39.439 --> 00:01:42.700 a 5 % equity stake. This is kind of the same 00:01:42.700 --> 00:01:45.120 as Alaska. They have an oil wealth division fund. 00:01:45.299 --> 00:01:48.359 This is parts of some earlier talks that the 00:01:48.359 --> 00:01:50.280 Trump administration was doing. And right now, 00:01:50.299 --> 00:01:53.030 this is also sitting right between... big public 00:01:53.030 --> 00:01:55.049 pressure campaigns we're seeing. We have Senator 00:01:55.049 --> 00:01:58.150 Bernie Sanders that is, you know, he has a competing 00:01:58.150 --> 00:02:00.650 plan. He says he would like 50 % a one -time 00:02:00.650 --> 00:02:03.030 tax on all of the leading AI firms where they 00:02:03.030 --> 00:02:06.409 just give 50%. And so I think OpenAI is like 00:02:06.409 --> 00:02:09.310 happy to offer 5 % when the Bernie Sanders 50 00:02:09.310 --> 00:02:12.610 % is the other offer being proposed. Bernie Sanders 00:02:12.610 --> 00:02:15.830 proposal would raise about $7 trillion through 00:02:15.830 --> 00:02:18.969 a one -time 50 % stock tax, which is 50 % of 00:02:18.969 --> 00:02:21.270 the company and the proceeds and direct payments. 00:02:21.389 --> 00:02:23.729 I would go to healthcare and housing and other, 00:02:23.789 --> 00:02:26.180 you know. programs that Bernie Sanders deems 00:02:26.180 --> 00:02:29.000 fit. The Trump administration has separately 00:02:29.000 --> 00:02:31.340 approached Google and Meta about a very similar 00:02:31.340 --> 00:02:33.599 equity stake. I think neither of those companies 00:02:33.599 --> 00:02:35.360 has publicly said that they are going to sign 00:02:35.360 --> 00:02:37.560 any sort of agreement like that. And I think 00:02:37.560 --> 00:02:40.939 70 % of Americans right now oppose AI data centers 00:02:40.939 --> 00:02:44.180 in the area. 50 % more have concern about excitement 00:02:44.180 --> 00:02:46.520 rather than excitement about AI. So if you look 00:02:46.520 --> 00:02:48.300 at some of the polling that's going on inside 00:02:48.300 --> 00:02:50.659 of the country, there is, you know, a lot of 00:02:50.659 --> 00:02:52.740 negative sentiment that goes towards AI. And 00:02:52.740 --> 00:02:54.360 I think that's what OpenAI and maybe the Trump 00:02:54.360 --> 00:02:56.439 administration is trying to help. Bernie Sanders 00:02:56.439 --> 00:02:59.419 wants to just take 50 % of it. We'll see which 00:02:59.419 --> 00:03:02.879 of these two models plays out in the end. Cursor 00:03:02.879 --> 00:03:05.639 was acquired for $60 billion by SpaceX, but, 00:03:05.639 --> 00:03:08.199 you know, famously, its two biggest, I guess, 00:03:08.280 --> 00:03:10.800 suppliers or customers or however you want to 00:03:10.800 --> 00:03:13.080 call it, are OpenAI and Anthropic, right? Cursor 00:03:13.080 --> 00:03:15.439 uses OpenAI and Anthropic to power their tools 00:03:15.439 --> 00:03:17.659 or to let developers do that. And so people are 00:03:17.659 --> 00:03:19.639 calling into question if this relationship can 00:03:19.639 --> 00:03:21.879 continue, right? If Cursor was purchased by SpaceX, 00:03:22.080 --> 00:03:25.060 which is going to have XAI and XAI code running 00:03:25.060 --> 00:03:28.319 things inside of Cursor. Can they keep a good 00:03:28.319 --> 00:03:30.259 relationship with OpenAI and Anthropic? We've 00:03:30.259 --> 00:03:32.360 seen other companies that have grown and been 00:03:32.360 --> 00:03:35.479 bought out go through very similar challenging 00:03:35.479 --> 00:03:37.819 relationships. Scale .ai was purchased, or 50 00:03:37.819 --> 00:03:39.840 % of it was purchased by Meta, and their CEO 00:03:39.840 --> 00:03:42.680 was brought on to run Meta .ai. And when that 00:03:42.680 --> 00:03:44.419 happened, some of their biggest customers were 00:03:44.419 --> 00:03:46.099 Google and OpenAI, and both of those companies 00:03:46.099 --> 00:03:48.580 cut ties with them because of the competition. 00:03:49.020 --> 00:03:51.259 Cursor is already training their own next model 00:03:51.259 --> 00:03:53.900 on SpaceX infrastructure. They have 10 to 20 00:03:53.900 --> 00:03:55.840 times more compute than they previously had. 00:03:55.879 --> 00:03:57.699 because SpaceX gave it to them. So obviously 00:03:57.699 --> 00:04:00.020 Elon Musk is investing in building their own 00:04:00.020 --> 00:04:02.039 native capabilities. But the precedent for these 00:04:02.039 --> 00:04:04.520 coding tools specifically, I think is stronger 00:04:04.520 --> 00:04:07.300 than just what happened to scale AI because Windsurf, 00:04:07.360 --> 00:04:10.240 another very famous coding tool, was purchased 00:04:10.240 --> 00:04:12.539 by OpenAI last year. And when that happened, 00:04:12.639 --> 00:04:15.620 Anthropic cut off their cloud access. So I think 00:04:15.620 --> 00:04:18.000 there's a lot of precedent. It's very possible 00:04:18.000 --> 00:04:20.779 that Cursor is going to get their OpenAI or cloud 00:04:20.779 --> 00:04:22.439 access cut off. But this one seems a little bit 00:04:22.439 --> 00:04:24.560 trickier because Cursor really is just synonymous 00:04:24.560 --> 00:04:26.139 with coding. in the industry. I mean, outside 00:04:26.139 --> 00:04:28.680 of Cloud Code and maybe Codex, like this is the 00:04:28.680 --> 00:04:31.100 biggest coding tool that exists out there. I 00:04:31.100 --> 00:04:33.160 would be, you know, shocked if it, you know, 00:04:33.180 --> 00:04:34.480 if they really did cut it off, because that would 00:04:34.480 --> 00:04:37.279 be a ton of users that no longer would be, would 00:04:37.279 --> 00:04:40.100 be, you know, essentially giving free money to 00:04:40.100 --> 00:04:42.180 OpenAI and Anthropic, especially because Cursor 00:04:42.180 --> 00:04:44.220 signed up with a lot of enterprise contracts. 00:04:44.300 --> 00:04:46.319 And actually one really funny turn of events 00:04:46.319 --> 00:04:48.379 in all of this is that OpenAI startup fund, they 00:04:48.379 --> 00:04:50.939 were actually an early investor in Cursor, and 00:04:50.939 --> 00:04:53.040 they're going to convert their stake into SpaceX 00:04:53.040 --> 00:04:55.899 stock. So with all of this acquisition that's 00:04:55.899 --> 00:04:58.180 going on, Elon Musk and Sam Altman, who both 00:04:58.180 --> 00:05:00.819 have a lot of beef, OpenAI is going to get a 00:05:00.819 --> 00:05:03.459 direct financial stake into Cursor's success 00:05:03.459 --> 00:05:08.120 and also XAI, even though Codex is a direct competitor. 00:05:08.279 --> 00:05:11.579 So that's kind of funny. So there is a big move 00:05:11.579 --> 00:05:13.240 happening with Anthropic right now. They're in 00:05:13.240 --> 00:05:16.399 talks with Samsung to create a custom AI chip. 00:05:16.560 --> 00:05:19.079 They're joining OpenAI, Google, Amazon, all of 00:05:19.079 --> 00:05:20.959 them that are trying to basically reduce the 00:05:20.959 --> 00:05:23.550 reliance on NVIDIA as NVIDIA is, you know, know, 00:05:23.550 --> 00:05:26.029 making record sales. Right now doing all of this 00:05:26.029 --> 00:05:28.750 is both kind of targeted at costs and supply 00:05:28.750 --> 00:05:30.889 constraints. When you make this custom silicone, 00:05:31.170 --> 00:05:33.089 it's in, you know, when these labs are creating 00:05:33.089 --> 00:05:35.009 it themselves, it's going to let them optimize 00:05:35.009 --> 00:05:38.350 their own architectures. And also they can negotiate 00:05:38.350 --> 00:05:41.110 leverage against any sort of dominant supplier, 00:05:41.269 --> 00:05:43.470 right? So NVIDIA has been very dominant for a 00:05:43.470 --> 00:05:45.610 long time. And in fact, when you're trying to 00:05:45.610 --> 00:05:48.649 go and get GPUs or whatnot from NVIDIA, they 00:05:48.649 --> 00:05:50.389 have a certain amount that they'll allocate to 00:05:50.389 --> 00:05:52.410 different companies, but they're trying to spread 00:05:52.410 --> 00:05:55.170 it out. because the demand is just so high. So 00:05:55.170 --> 00:05:57.750 this is not great because if someone like OpenAI, 00:05:57.790 --> 00:05:59.410 Anthropic, Google, they only can get a maximum 00:05:59.410 --> 00:06:01.490 amount from NVIDIA. So if they can build their 00:06:01.490 --> 00:06:04.649 own, not only does that kind of ease that constraint, 00:06:04.750 --> 00:06:06.910 that supply constraint, but also, you know, maybe 00:06:06.910 --> 00:06:08.829 they have some better negotiating power. Look, 00:06:08.949 --> 00:06:11.449 we can build our own for X price if you would 00:06:11.449 --> 00:06:13.250 be able to bring the price of yours down. So 00:06:13.250 --> 00:06:15.350 I think it's kind of a long -term play for negotiating 00:06:15.350 --> 00:06:17.930 power with NVIDIA as well. OpenAI also just unveiled 00:06:17.930 --> 00:06:19.990 their own custom chip. It's called a Jalapeno. 00:06:20.129 --> 00:06:22.720 They did this last week. that with Broadcom, 00:06:22.860 --> 00:06:24.339 and they're claiming that it's going to offer 00:06:24.339 --> 00:06:26.579 better performance per watt than any of the other 00:06:26.579 --> 00:06:28.300 competitors. And I think when you're, you know, 00:06:28.319 --> 00:06:30.639 when you're building this custom for your software 00:06:30.639 --> 00:06:33.360 or hardware stack, it's, you know, it makes a 00:06:33.360 --> 00:06:34.879 lot of sense that they're able to achieve those 00:06:34.879 --> 00:06:37.639 kind of efficiencies. So I think Anthropic has 00:06:37.639 --> 00:06:40.439 seen this and trying to do the same thing. Samsung 00:06:40.439 --> 00:06:42.720 already manufactures NVIDIA's chips, and they 00:06:42.720 --> 00:06:44.819 do that for their AI training. And they're also 00:06:44.819 --> 00:06:47.259 building a joint AI chip factory in South Korea 00:06:47.259 --> 00:06:49.420 with NVIDIA right now. So, you know, I think 00:06:49.420 --> 00:06:51.040 they're kind of at the center of the supply. 00:06:51.180 --> 00:06:53.600 chain Samsung's working with Nvidia. So it's 00:06:53.600 --> 00:06:55.399 kind of a no brainer for Anthropic to go there 00:06:55.399 --> 00:06:58.680 as a partner to build out this chip. Anthropic's 00:06:58.680 --> 00:07:00.480 project, though, is definitely in the early stages, 00:07:00.560 --> 00:07:02.620 these chips are not quick, they take a very long 00:07:02.620 --> 00:07:05.459 time to build. And the purpose, the server role, 00:07:05.540 --> 00:07:07.279 the performance targets, none of that have actually 00:07:07.279 --> 00:07:09.579 been finalized. So I think you can kind of imagine 00:07:09.579 --> 00:07:11.480 this is gonna be a multi year development timeline. 00:07:11.879 --> 00:07:13.980 I mean, I've been hearing, you know, rumors of 00:07:13.980 --> 00:07:15.939 opening eye working on this stuff for many years. 00:07:16.060 --> 00:07:18.139 And it seems like Anthropic is just getting there 00:07:18.139 --> 00:07:19.459 and realizing this is something that they need 00:07:19.459 --> 00:07:22.980 to do. In other news, Meta is putting their smart 00:07:22.980 --> 00:07:26.120 glass features behind a premium subscription. 00:07:26.300 --> 00:07:27.899 It's kind of interesting, right? Facebook has 00:07:27.899 --> 00:07:30.259 kind of always been known as the free forever. 00:07:30.399 --> 00:07:33.199 They just monetize through ads. They're starting 00:07:33.199 --> 00:07:35.019 to spin out these new products, and they're trying 00:07:35.019 --> 00:07:38.240 to do premium subscription models. So if you 00:07:38.240 --> 00:07:40.579 want to get all of the latest features with their 00:07:40.579 --> 00:07:41.879 smart glasses, you're going to have to pay a 00:07:41.879 --> 00:07:44.420 subscription that's starting with conversation 00:07:44.420 --> 00:07:46.819 focus, which is basically going to enhance voice 00:07:46.819 --> 00:07:49.439 clarity in noisy settings. So I've heard this 00:07:49.439 --> 00:07:50.959 kind of pitched as like if you're in a noisy 00:07:50.959 --> 00:07:53.500 train station, and there's a ton of people talking. 00:07:53.600 --> 00:07:56.220 If you're talking to someone, their voice is 00:07:56.220 --> 00:07:58.439 going to get isolated and amplified by the speakers 00:07:58.439 --> 00:08:00.379 in your headset, so you can actually hear them 00:08:00.379 --> 00:08:02.120 better. All you have to do is look in their direction. 00:08:02.160 --> 00:08:04.959 and you'll be able to hear the sound of their 00:08:04.959 --> 00:08:07.259 voice louder than all of the noisy surroundings. 00:08:07.600 --> 00:08:08.959 But what's interesting, they do give you some 00:08:08.959 --> 00:08:12.879 free. They give you three hours a month for free 00:08:12.879 --> 00:08:15.800 and they give you 15 hours for $10 a month of 00:08:15.800 --> 00:08:17.959 Meta 1 Premium. I'm not sure if you turn this 00:08:17.959 --> 00:08:19.920 on or if it automatically detects and tells you 00:08:19.920 --> 00:08:21.480 when it runs out. I mean, it's basically usage 00:08:21.480 --> 00:08:23.680 -based AI like every other platform. It's just 00:08:23.680 --> 00:08:25.720 interesting how they're going to try to make 00:08:25.720 --> 00:08:28.120 this seamless and if they're going to just, you 00:08:28.120 --> 00:08:29.300 know, all of a sudden you're halfway through 00:08:29.300 --> 00:08:30.720 a conversation, everything's being perfectly 00:08:30.720 --> 00:08:32.929 amplified. and then it cuts out, right? So, I 00:08:32.929 --> 00:08:34.610 mean, and I don't know like how many conversations 00:08:34.610 --> 00:08:36.389 if you're having more than 15 hours of conversations 00:08:36.389 --> 00:08:39.610 in noisy train stations or maybe on like a noisy 00:08:39.610 --> 00:08:41.429 job site, it'll be interesting to see where this 00:08:41.429 --> 00:08:44.129 gets rolled out. This is definitely a big monetization 00:08:44.129 --> 00:08:47.049 play. It's not kind of a cost recovery one. The 00:08:47.049 --> 00:08:49.509 feature runs entirely on device. So there's no 00:08:49.509 --> 00:08:51.549 server cost to meta. So they're just trying to 00:08:51.549 --> 00:08:53.929 generate revenue from this. I think this shows 00:08:53.929 --> 00:08:56.870 that AI hardware is gonna get a lot of value 00:08:56.870 --> 00:08:59.570 that they can extract after their users already 00:08:59.570 --> 00:09:01.250 have the glasses, which. means they can basically 00:09:01.250 --> 00:09:04.149 sell their glasses at a loss assuming they have 00:09:04.149 --> 00:09:06.509 you know this conversation focus and probably 00:09:06.509 --> 00:09:08.070 a bunch of other ai features they'll roll out 00:09:08.070 --> 00:09:09.909 in the future especially if it can be computed 00:09:09.909 --> 00:09:12.690 on device they're not incurring any extra cost 00:09:12.690 --> 00:09:14.669 for it you just pay for it honestly kind of reminds 00:09:14.669 --> 00:09:17.070 me of tesla and their self -driving how like 00:09:17.070 --> 00:09:19.570 the technology is already in the tesla cars and 00:09:19.570 --> 00:09:21.850 if you just pay for it um then all of a sudden 00:09:21.850 --> 00:09:26.720 it's enabled meta's new $299 meta branded glasses 00:09:26.720 --> 00:09:29.740 are sold at break even. So they're really trying 00:09:29.740 --> 00:09:31.700 to grow their adoption. You know, previously 00:09:31.700 --> 00:09:34.379 it was about $100 more if you wanted the meta 00:09:34.379 --> 00:09:35.960 Ray -Bans, but now they're just selling them 00:09:35.960 --> 00:09:39.960 by themselves. And there is a very razor thin 00:09:39.960 --> 00:09:43.139 model of, you know, monetization on this. And 00:09:43.139 --> 00:09:45.480 then basically the hardware gets cost and they're 00:09:45.480 --> 00:09:47.620 trying to get the reoccurring software subscriptions 00:09:47.620 --> 00:09:50.100 to drive all of the revenue. And they're not 00:09:50.100 --> 00:09:51.580 the only people doing this because Google is 00:09:51.580 --> 00:09:54.600 also launching a competing. smart glasses this 00:09:54.600 --> 00:09:56.139 year they're partnering with samson to do that 00:09:56.139 --> 00:09:58.759 and warby parker and gentle monster google's 00:09:58.759 --> 00:10:01.080 own inference efficiency gains i think are going 00:10:01.080 --> 00:10:03.460 to let them bundle a lot more features than meta 00:10:03.460 --> 00:10:05.960 is and they're not going to have as much of aggressive 00:10:05.960 --> 00:10:08.120 tiering i don't think but they're not the only 00:10:08.120 --> 00:10:11.529 ones doing this apple is also having a bunch 00:10:11.529 --> 00:10:13.470 of their AI features behind a paywall and Google 00:10:13.470 --> 00:10:15.330 has other ones. Google specifically with their 00:10:15.330 --> 00:10:17.850 pixel video boost, it's going to require a specific 00:10:17.850 --> 00:10:21.210 Google one tier on their pixel devices. And Gemini 00:10:21.210 --> 00:10:24.049 live is also behind the Gemini premium. Um, and 00:10:24.049 --> 00:10:27.570 if you even like with iOS 27 for Apple, they 00:10:27.570 --> 00:10:29.509 have a bunch of photo editing that is locked 00:10:29.509 --> 00:10:32.250 in higher iCloud plus plan. So if you want some 00:10:32.250 --> 00:10:33.870 of the better features, you're going to have 00:10:33.870 --> 00:10:36.330 to also pay for that. Microsoft is launching 00:10:36.330 --> 00:10:38.610 a new AI deployment company called frontier. 00:10:38.809 --> 00:10:41.070 They're putting 2 .5 billion. dollars into this 00:10:41.070 --> 00:10:42.929 it's going to be its very own unit and they're 00:10:42.929 --> 00:10:45.250 going to have about 6 000 engineers that are 00:10:45.610 --> 00:10:48.009 kind of be going to be directly embedded into 00:10:48.009 --> 00:10:50.149 different companies. And they're trying to basically 00:10:50.149 --> 00:10:53.429 deploy AI systems end to end. So this is something 00:10:53.429 --> 00:10:56.289 that we've seen OpenAI also spin out like separate 00:10:56.289 --> 00:10:58.409 companies and get investors in these separate 00:10:58.409 --> 00:11:01.129 deployment companies. Anthropic has also done 00:11:01.129 --> 00:11:03.350 this and they're partnering with a bunch of big 00:11:03.350 --> 00:11:05.570 players. So it's interesting. It feels like the 00:11:05.570 --> 00:11:07.809 next step for these labs as they're trying to 00:11:07.809 --> 00:11:10.289 get more sales and more users in companies is 00:11:10.289 --> 00:11:12.909 to just basically get these engineers and they're, 00:11:12.909 --> 00:11:14.830 you know, sending them in there for at cost. 00:11:14.889 --> 00:11:17.129 or free or charging them something. And they're 00:11:17.129 --> 00:11:19.210 going to go and implement all of the Microsoft 00:11:19.210 --> 00:11:20.950 or all of the OpenAI or all of the Anthropic 00:11:20.950 --> 00:11:22.950 systems inside of that company and try to get 00:11:22.950 --> 00:11:25.570 their usage up as high as possible. There is 00:11:25.570 --> 00:11:28.110 a huge development deployment race right now 00:11:28.110 --> 00:11:31.110 with AWS. They announced a rival $1 billion venture 00:11:31.110 --> 00:11:33.909 just two days earlier. And I think both of these 00:11:33.909 --> 00:11:36.529 companies are betting that enterprises need hands 00:11:36.529 --> 00:11:38.690 -on implementation help. So it's not just about, 00:11:38.750 --> 00:11:40.789 you know, hey, go sign up for OpenAI and let 00:11:40.789 --> 00:11:42.570 your team use it. It's like, look, we're going 00:11:42.570 --> 00:11:44.110 to give you these engineers that are going to... 00:11:44.110 --> 00:11:46.129 to go and actually implement this for you. Just 00:11:46.129 --> 00:11:47.710 to put that into context, though, with their 00:11:47.710 --> 00:11:50.269 6 ,000 engineers, Frontier is about six times 00:11:50.269 --> 00:11:53.090 larger than Palantir's entire FTE organization 00:11:53.090 --> 00:11:55.730 when they first IPO'd. And it's about double. 00:11:56.540 --> 00:11:58.360 AWS's announced commitment. So, I mean, this 00:11:58.360 --> 00:12:00.440 is a huge move for them. They have a bunch of 00:12:00.440 --> 00:12:02.720 early partners, including the London Stock Exchange 00:12:02.720 --> 00:12:06.139 Group, Unilever, Lando Lakes, and Accenture. 00:12:06.259 --> 00:12:08.759 They have a mix of some of the big data -heavy 00:12:08.759 --> 00:12:11.360 supply chain system integrator customers. I mean, 00:12:11.379 --> 00:12:13.399 Microsoft's massive, so this is not a shocker 00:12:13.399 --> 00:12:15.919 in any way. But their existing Azure and Microsoft 00:12:15.919 --> 00:12:18.840 365 relationships, I think, give them a lot of 00:12:18.840 --> 00:12:20.940 embedded engineers already inside of most of 00:12:20.940 --> 00:12:23.379 the Fortune 500 companies. This is a big structural 00:12:23.379 --> 00:12:25.799 advantage they have over AWS. which is going 00:12:25.799 --> 00:12:27.440 to have to build this from the ground up. So 00:12:27.440 --> 00:12:30.240 yeah, Microsoft has kind of a leg in this from 00:12:30.240 --> 00:12:32.200 everything they've been doing with Azure. If 00:12:32.200 --> 00:12:34.080 you guys want to get access to the top 80 different 00:12:34.080 --> 00:12:36.899 AI models for just $8 a month, go check out AI 00:12:36.899 --> 00:12:40.440 box .ai. I give you access to over 80 different 00:12:40.440 --> 00:12:42.940 AI models, everything from text, image, audio, 00:12:43.080 --> 00:12:45.259 video, even music generation models. You get, 00:12:45.279 --> 00:12:46.820 I mean, it's basically all the top models, opening 00:12:46.820 --> 00:12:49.700 eye, Google, Anthropic, 11 labs, Claude, all 00:12:49.700 --> 00:12:52.279 of that. And it's only $8 .99 a month. So if 00:12:52.279 --> 00:12:53.720 you want to get access to all of that in one 00:12:53.720 --> 00:12:56.139 platform for one subscription, go check out my 00:12:56.139 --> 00:12:58.860 own startup, AIbox .ai. I'll leave a link in 00:12:58.860 --> 00:13:00.899 the description, and I hope you all have a fantastic 00:13:00.899 --> 00:13:01.860 rest of your day.