it is now, like you said, the best open weight model for coding, software engineering, and long-context agent work. ... it was just a tick below Opus 4.8, and it was right up there with GPT-5.5.

I think we'll look back at some point in time and say that was a foolish way to think about Nvidia given its dominant position and its valuation relative to everyone else.

if you look at the growth rates right now, Anthropic does seem to be pulling away.

I think Anthropic's now at they seem to have pulled away from Open AI, which is not surprising and something I I predicted.

We hear very good things about Codex now based on GPT 5.5... Their rate of growth appears to be accelerating now because of 5.5. So, look, there's reason to believe that Open AI can take some share here.

We have the best companies in the world at doing that. We have Crowdstrike, we have Palo Alto Networks, we talked about that before. We have the best defense... what we should be doing... is getting these tools... in the hands of our cyber security industry.

they grew from roughly 10 billion of ARR to 30 billion, so it tripled. And then in April... They went from 30 to 44 billion of ARR... I think it's pretty much a foregone conclusion that they will hit that forecast of 10X this year, exiting the year at call it roughly 100 billion of ARR... unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.

This is why the SpaceX IPO is going to trade at 40 to 50 times revenue, okay? So next year, if they do 40 to 50 billion, and this thing goes out at 2 trillion, right? That they're going to trade at a really high revenue multiple compared to the Mag 5 that are trading at like 25 times earnings. And there's only one person on the planet who has a future pipeline of innovation and the largest Tam in the world... and it's Elon, and it's deserved.