I think you are both correct But this phrase from GP is pretty darn salient: >>"They are aggressively integrating it into their products which (1) provides a

I think you are both correct But this phrase from GP is pretty darn salient: >>"They are aggressively integrating it into their products which (1) provides a relatively cheap step function upgrade and (2) keeps the barrier high for startups to use AI as their wedge."