The amount of compute necessary for these large language models is just absolutely insane, right? So when you ask me, it's like, OK, everything we've learned on this episode, what is my prediction? I want to look at a 360 landscape. Like, which business model is going to win? Well, what innovation is possible, right? And then I want to kind of look at the cost structures. It's just going to be who can afford potential lawsuits from these things? Who can afford to deal with the regulators, right?"

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