They don't have any more juice left to squeeze at that front. The lack of new ideas in LMs is pretty palpable by now. There is a bunch of companies with billions invested in them that are all just looking at each other, trying to figure out what to do.

"We need to put out maximum press releases to stay relevant because all we have is the brand" seems to be the strategy.

To me, that is a tell they are basically cooked because catching Google in actual model performance is not really the position anyone would want to be in here in a horse race.

You’re thinking like an entrepreneur, Sam thinks like a VC. For them it’s easier to sell 100 half assed ideas that could be worth a trillion dollars than to have one refined idea that’s “only” worth $10B.

> They are unfocused

Stop with the MBA playbook he said.

> just make the...

Just make a superior product he said.