Amazon’s “Age of Efficiency,” LLM distribution, AI wearable worries, and more with Elad Gil | E2197

I think in general, my sense is that overall companies that have been considering going public are now sort of opted to do that sort of route. Okay. I I was asking because there's a great note in their s one. Jason, you'll love this. They were talking about how they're using their AI powered virtual agent chatbot, and they say that our ability to control customer support costs over time, even as volume has gone up, has contributed to an increase in gross margin from 60% in fiscal twenty four to 68 in fiscal twenty five and even more. So essentially, they're automating things, Jason, static team size, cost savings, and, it's helping the company look more profitable. So kind of an AI story and a fintech story, Alad. The the age of efficiency is upon us. Every unit in every company, particularly in startups who are always resource constrained, They are the ones to first use these tools because they're resource constrained. They can save a they can turn a nickel into a dollar. A startup's gonna do it. Now big companies like, well, we're spending $3 to get a dollar in value, and we can afford to do it because we're sitting on a bunch of cash. There's no you know, imperative. There's no existential dread about money at Apple when you're sitting on hundreds of billions of dollars in cash. So, yeah, we'll get to it when we get to it. But at a startup, it's quite the opposite. You're seeing that as well, I assume, Vlad, is, start ups doing really fascinating stuff with this technology already. Yeah. It's super exciting. And the ramp on revenue for some of these companies is out of this world. Right? I mean, between going from 0 to a few $100,000,000 in revenue in two, three years is something that I haven't seen in a very long time. And there's multiple companies doing that. So I I think, this is the big sea change, and you see it in enterprise adoption. You see it in all sorts of things. The company that, I started with Jared and Eric and others that we mentioned earlier is basically working on this for big enterprise. How can you help big enterprises really make that adoption of AI, and what applications should you provide for them to be able to really thrive in this post AI world? So I think there's there's an enormous amount of stuff to be done there. Yeah. And it's gonna be really interesting. The cynical take on this is a lot of people sampling AI solutions and trialing them, and there'll be big churn issues and, of course, competition issues. And I guess the, optimist view of it, which I'm primarily in that camp, is these things are providing massive value at very low price. Therefore, why wouldn't you try it? It's like, you know, come get three hamburgers that are grass fed beef for $20. It's like, …