J-Cal’s advice to founders: “If you partner with OpenAI or Anthropic, they will slit your throat and take your business wholesale. Don't trust them. Use your own models.”
“There is no free pizza. There's no free beer. When somebody like Sam Altman comes to you and says, ‘Here's some free tokens,’ your alarm should go off.
If you follow the Microsoft example, Lotus 1-2-3 and Word Perfect were their partners. They were replaced with Excel. They were replaced, obviously, with Microsoft Word. You don't even know those other two.
That's exactly what OpenAI has to do, and they have no choice but to do that now because they have a trillion-dollar market cap. They must win the application layer.
And Sam Altman went to Y Combinator and he said, ‘We'll give you $2 million worth of free tokens.’
And I came out and I said, ‘Listen, this is nothing personal against Sam. Sam's a very aggressive deal maker and he wants to get access to those startups because he knows, having run Y Combinator, that if he can get their innovations, those founders' latest thoughts about what's around the corner, he can incorporate them into the platform.’
Zuckerberg did the same thing. He said, ‘Hey, I'm going to give people a bunch of access, going to give them money. Come to the Facebook platform.’
Nobody who went to bed with Microsoft in the '80s, Facebook in the 2000s, or Sam Altman now in the 2020s did not wake up with their throat slit.
This is a message to founders. If you partner with any of these people, they will slit your throat and take your business wholesale.
There is nothing to discuss here. Don't trust them. Use your own models.”