"The Masa Machine"

let's talk a little bit about open AI the rumor today was they're raising 40 billion with MSA potentially being the lead this is the beginning of go there is I would love Travis's read on this because Travis has taken large money 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 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 invests in you you should probably count on him using your information and investing in all of your competitors at 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

they kept subsidizing these markets and then I'm like maybe I should have just saturated soaked up the money that was 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 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 you do take that money just know that whatever intelligence they get when they go through the process of giving you the 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 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

strategic competitive weapon you must play ball