December 5 2025 OpenAI Code Red More competitors doing well Anthropic beating them in enterprise revenue Google coming for them OpenAI leading consumer, but Anthropic leading enterprise and API Sign of vibrant and dynamic competitive market Google did this a couple of years ago and now Gemini is good Google did this with Project Canada way back when Microsoft launched Bing This worked for the US with the Manhattan Project Tried and tested tactic - responding to an impending threat Sam deserves credit for doing this - need to treat situations seriously Clearly the ecosystem is very competitive 5 different companies ChatGPT - leading in consumer Anthropic - best coding assistant xAI - best at current events Meta has deep pockets Google doing really well with Gemini Goldilocks scenario - lots of competition and lots of growth Competition is what brings out the best in the American system ChatGPT decline in market share is increasing ...
November 26 2025 Molly’s Game insights Jason not really invited by her ever - he claims he did get an invite World class skier - injured during college so moved to LA to explore Got into poker through a chance opportunity - recognized the opportunity and capitalized on it Access to any part of higher society through this $10K to $50K buyin in her LA game Someone in LA (speculation about who) - took over her game So she moved to New York $250K buyin in her NY games $10M on the table at times Raised in a competitive environment by her father with 2 other super successful brothers Got involved with folks from Brighton Beach, etc - folks who were involved with the Russian mob, and there were folks who claimed to be with the Italian mob who attacked her Apparently some of those folks might have been arrested in the mob shakedown a few days later She dropped her standards about who she let in the game She started taking a cut from the pots (casinos are licensed to do this but...