Coming Soon: The 6th US Model Company, aka Microsoft? 🤔

Say we roll forward 7 years. You no longer have access to OpenAI models. What does Microsoft do to make sure they have a leading AI lab, right? You've seen Anthropic poach the entire Blueshift reasoning team from Google last year. You've seen Meta poach a large reasoning and post-training team from Google more recently. These, these sorts of talent wars are very capital intensive.

At the end of the day, we are gonna build a world-class team and we already have a world-class team that's beginning to be sort of assembled, right? With Mustafa coming in, we have Karen, we have Amar Subramanian, who did a lot of the post-training at Gemini 2.5, who's at Microsoft. Abhinav Nando, who did a lot of the multimedia work at DeepMind, is there. And so we're going to build a world-class team.