The Race Dynamic of Open AI

Nathan: It would be nice if everyone slowed down and, you know, figure out what AI is going to bring us before we like brought on the next 90%. He says he's actually had a modestly positive update on the race dynamics over the last couple months. The reason for that is they have lowered the price of inference so much, he says. Nadella: I do think it's going to be really hard for other commercial options to break through.