All right, 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 bands back together. All right. 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, etc., 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 Groff and Claude from Anthropic have been crushing it.

ChatGPT-5, let's call it what it is.

It was a bit of a flop.

It didn't perform two expectations.

We discussed that a couple of weeks ago or months ago.

Anthropic is beating Open AI in enterprise revenue starting this summer.

And I talked about how, you know, previous episodes on the streets,

I'm seeing more startups want to use Anthropic's API, and also Google, Gemini's API,

and they don't essentially trust Open AI to not steal their business.

So it's big changes right now.

Here is a chart based on data from July.

Most of Anthropics revenue here is corporate.

Most of Open AIs, as everybody knows, is consumer.

And here's another chart, Open AIs new infrastructure deals versus revenue.

And this is just for 2025 alone.

A lot of deals being made, and this is just for 2025 alone, a lot of deals being made,

but competition is fierce. Chimov, your thoughts here on the game on the field. Code red for

people who don't know in our industry is when everybody reports 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

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