“And that applies to kinda throughout the stack, whether it's tooling and some sort of infra, but all the way up to the application layer.”
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we have the same set of questions. You know? It's is OpenAI gonna build this? Is Anthropic gonna build it? And that applies to kinda throughout the stack, whether it's tooling and some sort of infra, but all the way up to the application layer. You know, you've got OpenAI announcing recruitment tools. You could even argue things like Claude and so Claude Code and CURS and things like that. Well, certainly Claude Code. But, these foundation labs are going further into the application layer, and it's very hard to predict what they consider to be their lunch to eat and what what is gonna be left to the the startups. How are you guys
thinking about that? Is there any rational way to think about it? Yeah. I think the example that, brings this to light best for me is the recent announcement that Cloud made, of Cloud for financial services. I think
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