ATC quote · Oct 26, 2026 · 0:56:15
“Yeah. And look. You know, I... I'm just speculating like the rest of us, but, you know, when we have these x or SI conversations, right, we... We're always talking about Anthropic and open... Or…”
Ryan @Rlad1776 (speaker unconfirmed)
From ATC: Anthropic IPO + Current State of SI (part 1, cut off), Oct 26, 2026 · Episode page

In context
0:55:34 NatNat @Natnatx007 (speaker unconfirmed): Yeah. But the the deal, Ryan, the deal would have to be... They they they would have to be another amendment on on the current deal structure that they have, that Microsoft and OpenAI have. Because as of right now, it's written so that OpenAI gains more independence. Microsoft reduces its dependency on on OpenAI even though a lot of it... You can see in the numbers that they do still have a little depend on each…
0:56:15 Ryan @Rlad1776 (speaker unconfirmed): Yeah. And look. You know, I... I'm just speculating like the rest of us, but, you know, when we have these x or SI conversations, right, we... We're always talking about Anthropic and open... Or ChatGPT, GrockBot, you know, Gemini. No... Nobody ever talks about Copilot. Right? You know why? Because Copilot sucks. I'm sorry. It just does. I mean, I don't know how else to say it. Right? So at some point, every…
0:57:46 Milo @0dteSPY (speaker unconfirmed): Well, DoorDash wants to buy Instafart, so here we go.
Show discussion only, not financial advice. Transcripts are auto-generated.
