Transcript preview
Preview only
We don't need to compete with Anthropic and OpenAI on models right now. The interface between the human and the model is the key thing.
If you looked at the competitive landscape, was almost silly.
I asked Michael. I was like, what do you think about Cloud Code? And he said something to the extent, look. We are going after the biggest market in
the world.
You're always gonna have multiple competitors. That does not scare us.
As founders, we all wanna be ambitious, and we wanna push, like, to the maximum point of Pareto frontier, but, like, you have to kinda know what the curve is.
For us, the decision to invest in CurseFree was actually pretty obvious. I remember Andre Karpathy was using it. It was clearly a phenomenon. It's clearly the like, a known brand.
They went and got all the users in record time. Now they have the asset, the data, the know how to build their own models. You really couldn't do the flip of that unless you started as a frontier lab.
They were definitely a couple of oak moments. Like, remember when Two years ago,
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.
Go deeper with this episode
Generate a summary and deeper analysis from the existing transcript.