00:00You've been looking at the impact most recently of Claude Code and how that really took the
00:04leaders of Anthropic by surprise. That's right. So it was started as essentially a side project
00:11by a staffer who I talked to, who said that, you know, it was being used internally by Anthropics
00:17engineers. And it took on so quickly that CEO Dario Amidai sort of asked him before releasing
00:22to the public, do you have to force engineers to use this? Or why is everyone all of a sudden
00:27adopting this? And so that's sort of how this really surprise tool ended up now, not just
00:33affecting AI, but impacting other industries as well. Shereen, also late Friday, we reported
00:42some kind of the targets that OpenAI has. I call them targets, but I guess forecasts for what revenue
00:48will be come the end of this decade. What do we need to know? That's right. So you see their
00:54revenue
00:55targets have increased. And, you know, I think that right now what we're seeing, right, is these
01:01companies start to plan out. There are mega fundraising deals happening, as we've reported on.
01:05There are reported plans in the long term toward potential IPOs. So what we're seeing now is sort of
01:11opening, I share, as we reported with investors, some of those adjusted forecasts.
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