OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

Everybody, welcome back to the number one podcast in the world, The All In podcast in the news in your feed. We're ready to go. We've got the original quartet here. The band's back together. Alright. First up on the docket, a Code Red has been called by Sam Altman. He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, etcetera, and focus on the core, chat GPT, the core experience. Make it faster. Make it better. And, I think we all know why. Because Gemini and Grok and Claude from Anthropic have been crushing it. ChatGPT five, let's call it what it is, was a bit of a flop. It didn't perform to expectations. We discussed that a couple of weeks ago or months ago. Anthropic is beating OpenAI in enterprise revenue. Starting this summer, and I talked about how, you know, previous episodes on the streets, I'm seeing more startups wanna use Anthropic's API, and also Google, Gemini's API, and and they don't essentially trust OpenAI to not steal their business. So it's big changes right now. Here is a chart based on data from July. Most of Anthropic's revenue here is corporate. Most of OpenAI's, as everybody knows, is consumer. And here's another chart, OpenAI's new infrastructure deals versus revenue. And this is just for 2025 alone. A lot of deals being made, but competition is fierce. Chamath, your thoughts here on the game on the field. Code red for people who don't know in our industry is when everybody reports to the office and gets focused on one thing. And, that's apparently what Sam's doing. How do you interpret it? Look. I think that there are two things. Let's do the strategic lens and then the tactical lens. The strategic lens is that this is an incredibly vibrant and dynamic market, and I think it's too difficult and too early to pick winners other than at the silicon layer, where largely that die has been cast. I think that it's going to grow so we can talk about how there'll be more competition, but it's roughly NVIDIA plus AMD plus Google plus a bunch of inference silicon. So that's sort of that market. But above it at the model market, it reminds me, frankly, a lot of when we were building Facebook. I remember sitting around, our senior executive team, six of us, looking at Myspace, who was an order of magnitude bigger than us. And at some point, we were like, you know what? Our product is just fundamentally better than theirs. And they had a 100,000,000 plus users and we had sort of 15, but we knew that we were eventually gonna beat them. Nobody else knew. And I feel like this market is similarly evolving, which is that you have these early winners, but there's still so much work to do. There's still so many consumer expectations to define that it's too early to know …