what they produce fundamentally is like some sort of artifact that is just like some sort of crystallized intelligence. So, I'm by far not the first person to realize that AI could be bad for certain software companies, but like, you know, just this idea that like what what an AI model is is is is it's kind of like this general-purpose intelligence tool. And what many software sort of tools are are kind of like crystallized and hardened like pieces, like, projections of intelligence. And so, you know, as I've been thinking about companies, you know, and and investments, I found it helpful to sort of you know, assume everyone has really great intelligence and ask what's left.
So, I'm by far not the first person to realize that AI could be bad for certain software companies, but like, you know, just this idea that like what what an AI model is is is is it's kind of like this general-purpose intelligence tool.