The AI Daily Brief: Artificial Intelligence News and Analysis - The AI Acceleration Gap
Episode Date: January 28, 2026A widening AI acceleration gap is emerging between people and organizations that are compounding new capabilities and those moving at a linear pace, and recent advances have made that divide feel sudd...enly sharper. This episode breaks down what’s actually changing, why the gap compounds faster than it appears, and what kinds of experimentation matter without chasing every shiny new tool. In the headlines: takeaways from OpenAI’s builder town hall, early signals on AI monetization and custom chips, and the broader shift toward an AI-factory economy.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsZencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflowOptimizely Opal - The agent orchestration platform build for marketers - https://www.optimizely.com/theaidailybriefAssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefSection - Build an AI workforce at scale - https://www.sectionai.com/LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
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Today on the AI Daily Brief, we are talking about the AI acceleration gap, what it is, why it matters, and what you should do about it.
Before that in the headlines, what we learned from a recent town hall at OpenAI.
The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.
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Welcome back to the AI Daily Brief Headlines edition,
all the daily AI news you need in around five minutes.
Over the weekend, Sam Altman announced
that on Monday afternoons last evening,
they would be hosting what they were calling a town hall
for AI builders at OpenAI.
In his announcement post, Sam said that this was an experiment
and a first passed at a new format.
He framed the live stream event as an opportunity to gather feedback
as OpenAI begins building their next generation of tools.
Ultimately, it's sort of played out as a Q&A about the state of the company and the industry.
One of the big points of discussion was the performance of GPT52.
Altman acknowledged, for example, that the latest model has a writing style that can be unwieldy and
difficult to read.
He said, I think we just screwed that up.
We will make future versions of GPT 5.X hopefully much better at writing than 4.5 was.
Now, Altman noted that their focus hadn't been on writing, saying,
we did decide, and I think for good reason, to put most of our effort in 5.2 into making it super good at intelligence, reasoning, coding, engineering, that kind of thing.
And we have limited bandwidth here and sometimes we focus on one thing and neglect another.
Now, of course, rumors suggest that the next model codenamed garlic is weeks or even days away.
So for those of you who find GPD 52's writing clunky, you presumably won't have to deal with it much longer.
Altman also discussed a hiring slowdown at OpenAI, responding to a question about how AI had changed the interview process he commented.
commented, we are planning to dramatically slow down how quickly we grow because we think we'll be
able to do so much more with fewer people. He assured the crowd that this was not a hiring
freeze and that headcount reductions are not on the table, but did suggest that AI developments
could rapidly shift staffing needs over the short term. What I think we shouldn't do and what
I hope other companies won't do either is hire super aggressively than realize all of a sudden
AI can do a lot of stuff and you need fewer people and have to have some sort of very uncomfortable
conversation. I think the right approach for us will be to hire more slowly but keep hiring.
In other comments, Altman said that he expects the cost of AI to continue to hyper deflate,
forecasting that OpenAI will be able to deliver, quote, GPT 5-2 level intelligence by the end of
27 for at least 100 times less.
Reflecting something that we've talked about a bunch on this show,
Altman said that another big goal of 2026 is to push, quote, super hard on memory and
personalization.
Altman said that he's personally ready to give chat GPT complete access to his computer
and internet history, allowing it to, quote, just know everything.
And while he acknowledged that security and privacy were still major concerns,
he said that the company will focus on building a system that has, quote,
such a deep understanding of the complex rules and interactions of my life,
that it knows what to use when and what to expose where.
As part of that goal, Altman explained that log-in with ChatGPT is coming soon,
which will in the short term enable token budgets to be shared across various apps,
with the long-term vision being allowing portable memory to function across different AI products.
We even got some little hints about their hardware plans,
with Altman saying that the vision is now a collaborative multiplayer experience.
He framed it as five people gathered around a table with what he called a little robot to help the group do better.
And highlighting the massive shift that we have talked about extensively and is in fact the theme of the main episode today,
Alman commented that, quote, what it means to be an engineer is going to super change.
He said there will probably be far more people creating far more value getting computers to do what they want.
He noted at the same time, however, that demand for software seems not to be slowing down at all.
So what to think about this overall?
There were quite a few snarky responses to this on Twitter slash X.
Some people didn't like that comments were off on the live stream.
Others thought that the vibes in the atmosphere were just really weird.
Some thought that Altman himself looked kind of tired and run down,
which others interpreted as OpenAI's competitive struggles,
but which also could easily be explained by being father to an infant.
Overall, what I would say is this.
I think it kind of doesn't matter if there A wasn't all that much revealed on this,
and B, people have critiques about the vibes.
I think that if OpenAI regularizes this,
it could actually be really valuable and build a lot of trust.
Having a predictable, regular place to have these sort of conversations could go a long way to making
things that need to be explained, not always feel like there are PR response. So in that regard,
I think it was successful and they should do more of it. Now, another discussion from this weekend
around OpenAI had to do with their advertising plans. The information reports that pricing
sheets are starting to circulate with a premium price tag for OpenAI ads. OpenAI appears to be
selling on a CPM basis with an offering at $60 CPMs or $60 per thousand views, which is around three
times the cost of placing an average ad on, for example, Meta's platforms. The only data available
during the early stage will be total ad views and clicks, which is obviously a lot less information
than they're going to get from other advertisers, but presumably that will change soon. OpenAI does
pledge not to sell personal data to advertisers, and they appear to be taking that stance to the
extremes, and the premium pricing, at least at the beginning, probably won't be a deterrent to
the early advertisers that are clamoring to get on the platform. Studies have generally shown that
AI users have high intent relative to other types of internet users, which could end up easily
justifying that premium over other digital ad units.
Now, advertising isn't the only place where OpenAI plans to charge a hefty premium.
FinTech reporter Simon Taylor recently noted that Shopify merchants are being charged a 4% fee
for sales conducted through ChatGBT, which is a fee on top of existing Shopify charges.
Shopify CEO Toby Luckke filled in some further details commenting,
This is ChatGBT charging 4%, and we collect the fees on their behalf.
Everyone gets a free trial that starts after.
the first sales. Not saying that's good or bad, ads definitely cost more for most. Taylor acknowledged
that this is pretty close to fees from Buy Now Pay Later services, and added, for what it's worth,
I think 4% is very defensible if conversion is there. Moving over to Chips today, Microsoft has unveiled
the second generation of their in-house AI chip, taking aim at custom silicon from Google and Amazon.
Called the Maya 200, Microsoft claims the chip is the, quote, most performant first-party silicon
from any hyperscaler. The chip is optimized for inference, and Microsoft says it's the most
efficient silicon in their fleet, outperforming the next best by 30% on a performance per dollar
basis. The accelerator was built using TSMC's latest 3-nanometer process. Google is also using
the 3-nanometer process for their 7th generation TPUs, but Nvidia chose to stick with 4 nanometer
manufacturing on their latest generation Blackwell chips. The chip also features enough memory to
easily run the latest models with plenty of headroom for the next generation. Now, whenever a new
chip is released, the immediate chatter is all about whether this will end Nvidia's dominance of the industry.
hardware pointed out that comparisons to
Nvidia's leading chips are a little spurious
as they do very different things.
Microsoft's hardware won't be available for outside
sales, so the Maya 200 will only be able
to move the needle internally. And Tom
also pointed out that the Blackwell 300 Ultra
flagship vastly outperforms on raw
power and of course integrates with
Nvidia's highly developed software stack, but
the Maya 200 does be the Blackwell chip in efficiency
operating at nearly half the total power draw.
Ultimately, with the Maya 200, though,
Microsoft is staking their claim as a
player in the custom silicon race.
Staying in chip land, but moving over a bit,
NVIDIA has invested a further $2 billion into CoreWeave
to kickstart the deployment of AI factories.
Now, Invidia CEO Jensen Huang has been discussing the concept of AI factories for the past year.
The language describes the idea that data centers will need to be deployed on a much greater scale
to supply the AI tokens that will drive economic outcomes in the future.
Essentially, it reframes data centers from large cloud storage
and compute providers to the producers of the core commodity of the AI age.
With the next leg of their CoreWeave partnership,
NVIDIA will support a scaling up of Corweaves infrastructure. The goal is to deploy 5 gigawatts in
capacity by 2030, with NVIDIA using its financial might to help procure land and power for the
rollout. Invidia already owned a 6.6 stake in Corweave, so this new investment brings their
ownership to around 10%. Now, one last note, before we move over to the main episode,
on Monday, Anthropic CEO Dario Amade released a new 21,000-word essay called The Adolescence
of Technology. In some ways, it's a more critical and concerned complement to his Machines of
loving grace from a couple of years ago. Originally, I planned on focusing on that. Given how dense and deep
this thing is, people are still just wrapping their heads around it. And so rather than dive all the
way into it today, I wanted to give it a couple more days for takes and reactions to marinate. We will
discuss it at some point this week. But in today's main, we are instead going to talk about something
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and we will be in touch soon. Welcome back to the AI Daily Brief. Today we are talking about the
AI acceleration gap. This is a new phenomenon that I've been thinking about a lot lately and which
I think has some pretty significant consequences for both individuals and companies, but which I also
think is at risk of being subsumed into broader AI conversations in a way that isn't all that
helpful. And I want to talk first about the acceleration side of the acceleration gap.
Perhaps the biggest thing that we've been tracking here at AIDB in January is this sense and
realization among many of the most enfranchised users of AI that something fairly meaningful has shifted,
that some inflection point has been reached recently, which really has changed what we can do.
You started to see this around the holidays, with a great example of it being this viral tweet
from OpenAI co-founder Andre Carpathy who wrote, I've never felt this much behind as a programmer,
The profession is being dramatically refactored as the bits contributed by the programmer are increasingly
sparse in between. I have a sense I could be 10x more powerful if I just properly string together
what has become available over the last year. And a failure to claim the boost feels decidedly
like a skill issue. Clearly some powerful alien tool was handed around except it comes with no manual,
and everyone has to figure out how to hold it and operate it. While the resulting magnitude
9 earthquake is rocking the profession, roll up your sleeves to not fall behind.
And so obviously why this was so resonant is one that many people were feeling like
this, but two, the source of it. This is someone who can claim to be in the very top list of people
who have actually built this technology, not just use it, and they are saying they are feeling
behind relative to what's possible. However, there was a positive side of this as well.
On January 3rd, Mid Journey founder, David Holes wrote, I've done more personal coding projects
over Christmas break than I have in the last 10 years. It's crazy. I can sense the limitations,
but I know nothing is going to be the same anymore. Now, we have talked extensively about the
combination of models, Opus 4-5, 5-2 Codex, as well as the harnesses like Claude Code in which
they operate. Once more, since the beginning of the month, there has been a continuous set of
additional updates, for example, Claude Co-work and most recently Claudebot, which everyone
has been talking about, including me on yesterday's episode, that just continue to extend
this discourse of acceleration. Over the weekend, New York Times columnist Kevin Roos wrote about
the increasing chasm of experience and impression of AI between the most enfranchised users and
everyone else. He wrote, I follow AI adoption pretty closely, and I have never seen such a
yawning inside outside gap. People in San Francisco are putting multi-agent clawed swarms in charge of
their lives, consulting chatbots before every decision, wireheading to a degree only sci-fi writers
dared to imagine. People elsewhere are still trying to get approval to use copilot in teams,
if they're using AI at all. It's possible the early adopter bubble I'm in has always been this
intense, but there seems to be a cultural takeoff happening in addition to the technical one,
not ideal. Adding a little bit more, Kevin continues, I want to believe that everyone can learn
this stuff. But in the same way that the AI companies that took scaling seriously started
stockpiling GPUs, et cetera, before 2022 had a virtually insurmountable head start over latecomers,
it's possible that restrictive IT policies have created a generation of knowledge workers who will never
catch up. So Kevin here is talking about a natural outcome of this acceleration experience that we've been
discussing in a way that is, of course, concerned, that sees this understanding gap as a problem.
Many people chimed in to say that this also resonated with their experience. AEI fellow John Bailey
wrote, this captures it exactly. In late December, my feed was full of people using Claude Code and
declaring AGI. The same week, a DC consulting exec told me AI was mostly hype because of hallucinations,
and then at a holiday party, most of my mom's friends still hadn't tried ChatGBT.BT.
It felt like living in three different realities.
Now, what's fascinating?
And builds on this idea of living in different realities is that the responses to Kevin's
post were basically a Rorschach test for how people feel about AI, almost as a social or political
issue, not just as some new technology category.
Lots of people were determined to imply that AI was NFTs 2.0.
Lincoln Michelle shared an old post from the Rare Candy NFT Marketplace that said a lot of y'all still don't get it.
Ape holders can use multiple slurp juices on a single ape.
So if you have one Astro Ape and three Slurp juices, you can create three new apes.
Tonight's Slurp Juice Mint Event is essentially a minting event for both lab monkeys and special forces.
Point being, of course, that this sounds absurd and all this hype around AI will sound just as absurd a few years from now.
Vinut Truvati did what many people did, which is throw old Kevin Ruse posts and articles in his face,
like this one from 2021, where he wrote about Pudgy Penguins,
in a piece titled, I joined a penguin NFT club because apparently that's what we do now.
Some were even angrier.
John Repetti paraphrased Kevin's post as this.
All the evil morons who can't do anything are using AI for everything.
Normal people aren't.
How can we explain this?
Dr. Andrew Naber summed up the people who insist that all of this is ineffective bluster.
He writes, new tech does not exist outside of culture.
This sounds the same as any other hustle culture optimizing life hack grift.
These fussy little bits of AI software give dopamine hits with marginal or negative impact on productivity, lifestyle, or mental health.
Now, it should be noted that it is not just the AI haters who have critiques to be levied,
even if they are not being pointed so personally at Kevin himself.
Notebook L.M. co-creator Razum Martin wrote,
As a topic of conversation among most people, I feel like AI is also reaching peak saturation.
Imagine going on and on about your multi-agent setup when literally most people are still using AI as a glorified Google search.
really outside the San Francisco X bubble, AI continues to be off-putting to most people
and is starting to sound like the product of a fanatical fever dream from a productivity-obsessed
microculture. I think this is probably the byproduct of the speed of progress being largely
driven by the models themselves and not the product surfaces. It's a fun time for early adopters,
but really grading to anyone else. In other words, Reza is saying, in addition to us AI people
being kind of annoying with how we talk about all this, the products themselves aren't all that
great to use, especially when compared to the capabilities. Others pointed out that
identifying this as a San Francisco thing is probably incorrect. Professor Ethan Malick wrote,
this isn't just a San Francisco thing. There are people in a range of professions who found
absolutely breathtaking uses of current capabilities, like using agent swarms to do real work in
crazy ways, but they are often more isolated because of a lack of unifying community. Kevin Warbach
said this is real and notable, framing it as SF versus the world, is misleading. The real question is
whether companies, which tend to be risk-averse, will lose out as startups and individuals capitalize on the new
capabilities of agentic AI. MIT Sloan's Matt Bean wrote,
The gap is huge, consequential, and growing. Many of the consequences are wonderful,
but generally this gap is unnecessary, driven by privilege, and, if prior science is any guide,
will blunt the gains from the tech and concentrate power even further. Summing it all up,
Dean Ball wrote, the gap between the early adopters and everyone else, both in terms of
their AI use, but also in their ways of thinking, has never been wider, and appears to be
widening at an accelerating rate. Even most of my followers clearly don't get it.
slightly worrisome. So I think what all these folks are identifying is actually a real thing.
And for the sake of having a simple, memorable name, I'm calling it the acceleration gap or the AI
acceleration gap. I recently shared this slide in a corporate presentation, and basically I argued that
for much of the last few years of AI, while there were certainly some groups that had a real
capability advantage versus everyone else, the gap between the early adopters and the other types
of users was fairly consistent. In other words, there was some correlation in the rate of progress
between all the different categories of users. Recently, however, it feels to me that we've seen
a major uptick in what is capable at the frontier, and that, in the context of enterprises,
that meant that we were going to see an increasingly wide divergence between whatever the median
of enterprise AI usage was and the frontier of the most successful users of AI. The challenge, of course,
is that as that frontier accelerates, the gap between the frontier and everyone else, and the
compounds. The AI capabilities themselves beget more and more advanced use cases, which allow the
deployers of those use cases to have more advantage relative to their peers who are not deploying
those particular use cases and capabilities. And so now I'm exploring the idea of this acceleration
gap, but not just as a company phenomenon, but as an individual phenomenon as well.
The risk of this is that linear growth in an exponential environment is ultimately a compounding disadvantage,
and could, if we are being dumy about it, lead, as Kevin suggests, to the creation of a
generation of knowledge workers who will never fully catch up. Now, I don't want to definitively say
that this is the point that we're at. I'm presenting the acceleration gap more right now is something
that I'm exploring than that I feel that I have my head fully wrapped around. There are plenty
of smart people even who aren't anti-AI Zellots that shared plenty of reasons on Kevin Ruse's
post that things won't play out this way. Bloomberg's Joe Wisenthal, the host of Oddlots,
and someone who has been going very deep with Claude recently, responded, I doubt late adopters
will be impaired very much. For most AI tools, the learning curve
aren't very steep, and the interfaces keep getting more intuitive. This is basically the
Claude Co-work argument. If it's an Anthropics incentive to launch Claude Co-Cowwork,
to make Claude-type capabilities available for everyone, without having to figure out how to
use the terminal, maybe there's a sense in just waiting for those capabilities to come online
in a user interface that is for most people actually usable. But why I wanted to talk about it
is, one, I do think that this compounding gap is a real possibility with some fairly serious
implications for an individual's career. And two, I think that the discourse surrounding AI gets
more and more fraught and fracturous every day in ways that I worry will very much not serve
the vast majority of people who are just trying to figure this stuff out.
Ever since the beginning of this show, I've had the feeling and I've shared my feeling
that while the loudest voices are those on the extremes, the people who are incredibly excited
about everything that AI has to offer, almost determined to love it no matter what, even in some
cases who refuse to see any of the bad sides, and then on the other end of the spectrum,
the absolutely determined detractors, the people who are determined to hate it no matter what,
whether it's because of some doomsday scenario that they see in the future, or for much
less sci-fi reasons, like they just think it's another tech billionaire play thing, and this
has now become part of a larger class in political discourse. The point is that those extreme
voices represent a very small majority of the whole, despite how much of the conversation
share they seem to own. The vast majority lives somewhere.
in the middle, experimenting and uncertain, finding things it's useful for and things it's overhyped
for, able to see positive outcomes of how this technology could be used, but also understand
legitimate concerns about what it's going to mean, for jobs, for communities, for the world at
large. I could be wrong, but it feels like the attitudes of the determined detractors are getting
harder and more calcified recently. I don't know if this is because it's getting caught up in a larger,
very fraught political discourse, which is in and of itself getting louder, or what, but I do believe that
the risks as an individual of erring too far on that side versus erring too far on the side of the
excited zealots has more potential dire consequences. Basically, if you spend a bunch of time
trying to learn all these things, that end up being nothing burgers because the determined detractors
were right. The cost to you is just whatever time you spent learning the new set of tools.
If, on the other hand, you err on the side of the determined detractors, and you use their arguments
that all of this is NFTs 2.0 to not take the time to learn these things, the risk, if you and they are
wrong is that you are fundamentally unprepared for the skills of a new work future. To me,
the cost-benefit analysis clearly favors spending at least some time experimenting with
and trying to harness the new capabilities. But it would be very easy to get completely
lost in the sauce. The AI community on X, for example, does get incredibly excited about things
that in many cases won't amount to much. Olivia Moore from A16C captured a bit of this when
she wrote a piece this weekend, Claudebot is amazing, and I don't think consumers should
use it. She writes, I spent the weekend setting up Claudebot, which editor's note is being renamed
multi because of trademark concerns from Anthropic, which works for me because it's a lot easier to say
multi than Claudebot when you guys are just listening to me rather than watching. In any case,
Olivia continues, by Sunday evening, I had an AI agent that summarizes my Twitter feed, one that
recommends new books weekly based on my recent reads, and a third that texts me every morning with my
schedule, a weather alert and a fun quote. It's genuinely magical, and I don't think most people should try it
yet. Now, she then goes into what makes Claudebot special and why it's really interesting,
but what the problems are as well. The problems for her include the fact that the setup is
really technical, that there are pretty big security implications of giving an AI agent access to all
those accounts, and the risk of triggering things you don't want to have happen. She also points out
a question, which is present even if unstated in many of the critiques. What's the killer use
case? Now, even in my recent episode about Claudebot, I drew the personal line between what I
found interesting in what I didn't find so interesting. For me, the not so interesting was all
the tinkerer personal assistant use cases versus what I thought was really exciting and powerful,
which is the way that people like Nat Eliasson were setting this up effectively as a staff
engineer for their companies and getting real work done while they slept. Ultimately, the point that
Olivia was making is that even if Claudebot is super cool, everyone doesn't have to run out and try it
right now. And so that brings up the question, how should we respond to this acceleration gap to the
extent that it exists. I think what people don't need to do, at least on mass, is to obsess over
every change in development. Hopefully that's what resources like this show can help with as we
survey the landscape of everything and try to synthesize and curate which things bubble to the top
as actually really relevant versus things that are much more firmly in the category of the experimental
and exploratory. So in addition to not obsessing over every change in development, I don't think
that everyone has to try every new tool or platform. Early adopters have a very critical role
in the life cycle of any new technology
by being the front lines who bang on all the software
and figure out what's going to actually work.
Early adopters inevitably find more use cases
than end up being mainstream,
but we have to remember that just because the early adopters
are talking about all the things that they're doing,
doesn't mean that those things are ready for mainstream use yet.
Lastly, despite all of the tweets to the contrary
over the past weekend,
you do not need to buy Mac minis and set up lobster-themed AI assistance
to make sure you are not on the wrong side
of the AI acceleration gap.
What then is valuable? I do think that while most people don't need to follow like sports
every new change in development, it is valuable in general to understand what the experimenters
are trying, to have some sort of coherent idea of which things are getting the front line
early adopters excited at any given moment. Even more importantly, I really encourage people
to create some sort of personal experimental practice, basically some structured or unstructured
time or cadence or routine where you take the time to kick the tires on these new tools
and see what can actually be helpful for you. One of the greatest challenges right now for
business users of AI is that in general, companies, even if they expect their people to be taking
advantage of these tools, are not giving them time within their normal schedules to learn these
tools. They're basically expecting people to do it on their own. That's not fair, but it is the state of
things. And I think one of the most differentiated things that anyone can do, and one of the best ways to
be on the right side of the acceleration gap is to just determine for yourself, some practice
where you don't wait for someone to give you permission, you just go figure out which of these
tools and platforms can be valuable for you and whatever you're trying to get for them.
And lastly, as a piece of that, I do think that it's extremely valuable to push at least
slightly outside your comfort zone. Right now, to me, the most obvious example of this for many
non-coders is to start to get familiar with experimenting with trying to solve your non-code
problems with software. This does not mean, by the way, that you need to start by using
Claudecode in the terminal. Tools like Replit and Lovable are vastly more intuitive,
even if that comes with certain types of tradeoffs. But the point is, wherever your comfort
zone is, the capabilities of AI almost certainly extend outside it, so if you can push
yourself outside it as well, you are likely to find some use cases that you might not otherwise.
My hope for everyone listening here is that to the extent that there is an acceleration gap,
I want everyone to be on the best side of it.
And I want to make sure we do that without unduly hyping things that are not ready for prime time
or that are only marginally useful or that generally just remain in the fun tinkering category
for the people who want to tinker.
In addition to trying to capture where the state of the conversation is, I will also try to
continue to give you resources for keeping up.
For now, though, that is going to do it for today's AI Daily Brief.
Appreciate you listening or watching as always.
And until next time, peace.
