Amjad Masad, CEO of Replit, shares insights on the financial margins of AI, discussing its high costs and the impact on coding agents. Ash Kulkarni, CEO of Elastic, delves into the future of AI search and the competitive landscape. The conversation also touches on the legal clash between Elon Musk and Sam Altman, exploring Musk's evolving motivations in the AI arena, from philanthropy to potential self-interest. Together, they navigate the complexities shaping AI development and market dynamics.