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I wouldn't dismiss anthropic and open AI as core infrastructure providers really yeah not at all I don't see them as competition today but you see how they're entering new categories so quickly just imagine the surface area they're going to cover in three years building their own chips
look at the big two data warehousing providers Snowflake and Databricks right Snowflake is primarily a closed ecosystem Databricks is built around open source would you argue which one one's going to be bigger Databricks in observability I would argue Datadog over Databricks well you never know three to five years is a long time it's a great company
I wouldn't dismiss anthropic and open AI as core infrastructure providers really yeah not at all I don't see them as competition today but you see how they're entering new categories so quickly just imagine the surface area they're going to cover in three years building their own chips
I think if you're a digital native AI startup in San Francisco, it's a very difficult employment environment because you're competing against OpenAI and Anthropic and others that are extremely well capitalized and are putting offers that are extraordinarily aggressive into the market.