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let's talk a little bit about open AI the rumor today was they're raising 40 billion with MSA potentially being the
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lead this is the beginning of go there is I would love Travis's read on this because Travis has taken large money
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from Masa in the past I need a bust a myth I did not take money from Masa he begged me to take money for years and we
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did not take it because he's uh what's the word I'm looking for I don't know he's a promiscuous investor so once he
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invests in you you should probably count on him using your information and investing in all of your competitors at
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least that's historically what he's done so I didn't go there but then he just kept investing in all my competitors and
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they kept subsidizing these markets and then I'm like maybe I should have just saturated soaked up the money that was
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there one of the things you should think about when you look at like open AI taking a lot of money from a Masa type
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situation is it's a little bit of a double-edged sword if you don't take that money it goes somewhere else but if
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you do take that money just know that whatever intelligence they get when they go through the process of giving you the
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money is going to be used to do other things and that is the nature of the Masa machine so you're damned if you do
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damned if you're dumb but you got to pick and if the money's going and it's flowing and access to Capital is a
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strategic competitive weapon you must play ball
