2026-06-09

“Agnostic of these two companies, we were planning for something in 2028 so that still remains the case”

“If there is an open source model that gets the job done 90% of the time, I'd probably use that if it's 10 to 20 times cheaper than the frontier model. The future is still awesome for…”

“If for six months you don't see a model capability advance from one of these two companies, then it's a problem for them”