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Sam Altman Is Not David: ChatGPT Ads, Five Smooth Stones, and What the Tech Press Got Wrong · Connor with Honor: AI, Real Estate and Real Life

• 0:00
  SPEAKER_00: A new ad platform opened inside ChatGPT this week, and the press is calling Sam Altman a David swinging at Goliath.
• 0:07
  SPEAKER_00: I think the frame is wrong, and the difference is the entire point.
• 0:10
  SPEAKER_00: So let me walk through this slowly because the people building these systems are using the language of the Bible without the substance of the Bible, and the difference matters more now than it has ever mattered.
• 0:22
  SPEAKER_00: So here's the short of it.
• 0:28
  SPEAKER_00: Industry analysis are framing it as David versus Goliath.
• 0:32
  SPEAKER_00: Sam Altman, of course, the upstart with OpenAI and ChatGPT and Google as the giant.
• 0:38
  SPEAKER_00: But the David of 1 Samuel chapter 17 was not a tech founder with venture capital.
• 0:43
  SPEAKER_00: He was a shepherd boy who walked into the valley with five smooth stones, a sling and the name of the Lord on his tongue.
• 0:51
  SPEAKER_00: The difference between a real David and a false one isn't the size of the sling.
• 0:55
  SPEAKER_00: It's the source the sling answers to.
• 0:58
  SPEAKER_00: So walk through the tech press this week and you'll read the same frame.
• 1:02
  SPEAKER_00: Written six different ways.
• 1:04
  SPEAKER_00: OpenAI opened up its advertising platform, 700 million weekly users, cost per click bidding, no minimum spend, a self-sert dashboard that mirrors the buying experience of Google ads.
• 1:17
  SPEAKER_00: And then inevitably the comparison.
• 1:19
  SPEAKER_00: Sam Altman, the slim challenger with a sling, taking aim at the lumbering Google ad business that has owned search advertising for 25 years.
• 1:29
  SPEAKER_00: The little guy with a new weapon, the giant with a fortress of data, David and Goliath.
• 1:36
  SPEAKER_00: The story's been told so many times in business writing that nobody pauses to even read it anymore.
• 1:41
  SPEAKER_00: But we're going to pause and read it because the text of 1 Samuel chapter 17, verse 40 in the King James Version, and he took his staff in his hand and chose him five smooth stones out of the brook, and put them in a shepherd's bag, which he had, even in a script.
• 2:01
  SPEAKER_00: And his sling was in hand, and he drew near to the Philistine.
• 2:05
  SPEAKER_00: Five stones.
• 2:06
  SPEAKER_00: Read it again, that's five.
• 2:08
  SPEAKER_00: Most of my life I've heard that David and Goliath's story as a story told of one stone, one shot, one throw, one faith-fueled crack against the brow of a giant.
• 2:20
  SPEAKER_00: And then I started reading the text.
• 2:22
  SPEAKER_00: Instead of the version we get told around campfires, and I noticed the count, five.
• 2:27
  SPEAKER_00: He took five.
• 2:28
  SPEAKER_00: Why did he take five?
• 2:30
  SPEAKER_00: And the Bible doesn't tell us really in that verse, but it does tell us several books later in 2 Samuel chapter 21, verses 15 through 22, and again in 1 Chronicles chapter 20, verse 5.
• 2:43
  SPEAKER_00: Goliath had relatives, brothers, sons of the giant men of unusual stature.
• 2:50
  SPEAKER_00: One of them, named Lahmi, gets killed in El Hanian in a later battle.
• 2:56
  SPEAKER_00: Others, including a man with six fingers on each hand and six toes on each foot, fell by the hand of David and his servants.
• 3:03
  SPEAKER_00: David didn't bring five stones because he doubted God could land the first one.
• 3:09
  SPEAKER_00: He brought five because he had spent his boyhood as a shepherd.
• 3:14
  SPEAKER_00: And a shepherd who lives by the sling knows two things.
• 3:17
  SPEAKER_00: He knows that a round stone flies true and a chipped one veers off.
• 3:22
  SPEAKER_00: And he knows that the giant in front of him has brothers.
• 3:26
  SPEAKER_00: The five stones were not a hedge against the failure of God.
• 3:30
  SPEAKER_00: They were the natural arsenal of a faithful shepherd who had through and through thought through what came after.
• 3:38
  SPEAKER_00: Faith and preparation.
• 3:39
  SPEAKER_00: In the original story, they're the same act.
• 3:42
  SPEAKER_00: They're not opposites.
• 3:44
  SPEAKER_00: The shepherd boy who trusts the Lord is the same shepherd boy who picks up the smoothest five stones in the brook.
• 3:51
  SPEAKER_00: Now hold that picture in your mind and consider the man that the press wants to cast as David in May of 2026.
• 3:59
  SPEAKER_00: Sam Altman is the chief executive of OpenAI.
• 4:02
  SPEAKER_00: He has access to hundreds of billions of dollars in venture commitments.
• 4:06
  SPEAKER_00: He has compute deals with Microsoft and Oracle with the largest data center operators on Earth.
• 4:13
  SPEAKER_00: He has spoken publicly and repeatedly about building artificial general intelligence.
• 4:20
  SPEAKER_00: He has projected$100 billion per year in advertising revenue by 2030.
• 4:26
  SPEAKER_00: He is, by every measure available, a man of enormous accumulated power.
• 4:33
  SPEAKER_00: He's not a shepherd boy.
• 4:35
  SPEAKER_00: And the question I want to put on the table is not whether his ad platform will work.
• 4:40
  SPEAKER_00: I cover the strategic side of that elsewhere.
• 4:44
  SPEAKER_00: The answer is that it probably will work, at least well enough to disrupt the ad economy.
• 4:50
  SPEAKER_00: And the small business operator who gets in early is going to see real results.
• 4:55
  SPEAKER_00: The question I want to put on the table is whether the framing the industry is using to describe what he is doing is that accurate to the story the industry keeps borrowing?
• 5:07
  SPEAKER_00: And I've deduced the answer is no.
• 5:10
  SPEAKER_00: The man casting himself, as David in this story, has publicly said in interviews and in writings that the goal of his work is to build a system that approaches or surpasses human intelligence in every domain.
• 5:24
  SPEAKER_00: He has, in moments of unusual candor, used language about creation, about emergence, about the development of a kind of mind that does not exist in the world.
• 5:36
  SPEAKER_00: He's not building a sling.
• 5:38
  SPEAKER_00: He's building a god in the machine, or at least he's trying to.
• 5:43
  SPEAKER_00: That's not the work of a shepherd.
• 5:44
  SPEAKER_00: That's the work of the men of Shinar in Genesis chapter 11, the one who said in their hearts, Let us build a city and a tower whose top may reach unto heaven and let us make us a name.
• 5:58
  SPEAKER_00: The Lord came down to see that tower.
• 6:01
  SPEAKER_00: He didn't commend it.
• 6:02
  SPEAKER_00: Every business writer who pulls the David and Goliath frame out of the toolbox to describe a startup versus an incumbent is doing the same trick.
• 6:11
  SPEAKER_00: They're taking the shape of the story and they're throwing away the source.
• 6:15
  SPEAKER_00: The shape is the small thing, beating the big thing.
• 6:19
  SPEAKER_00: That part survives.
• 6:22
  SPEAKER_00: That part is what makes the frame so durable in marketing copy.
• 6:26
  SPEAKER_00: The source is the line David spoke to Goliath before the stone left the sling.
• 6:32
  SPEAKER_00: 1 Samuel 17, verse 45.
• 6:35
  SPEAKER_00: Thou comest to me with a sword and with a spear and with a shield.
• 6:40
  SPEAKER_00: But I come to thee in the name of the Lord of hosts, the God of the armies of Israel, with whom hast defiled.
• 6:49
  SPEAKER_00: That's the part of the framing.
• 6:50
  SPEAKER_00: This framing strips out.
• 6:52
  SPEAKER_00: That's the part that does not appear in a tech crunch headline.
• 6:56
  SPEAKER_00: And that's the part that doesn't fit on a Sequoia Capital deck.
• 7:00
  SPEAKER_00: David didn't win because he was scrappy.
• 7:03
  SPEAKER_00: David won because the Lord of hosts had decided the day.
• 7:08
  SPEAKER_00: The sling was the means.
• 7:11
  SPEAKER_00: The Lord was the cause.
• 7:13
  SPEAKER_00: Remove that, and you don't have a David story anymore.
• 7:16
  SPEAKER_00: You have a marketing case study about disruption theory dressed up in a costume.
• 7:20
  SPEAKER_00: And that's precisely what we are being handed in the press right now.
• 7:25
  SPEAKER_00: So what do you do with this?
• 7:27
  SPEAKER_00: If you're a small business owner, a real estate agent, a contractor, a tradesman, a parent watching all of this unfold and trying to figure out where to stand, you can use the ad platform, but that's not the question.
• 7:39
  SPEAKER_00: Tools are tools.
• 7:41
  SPEAKER_00: The same Lord who put copper in the ground for plumbers and silicone in the ground for chipmakers is sovereign over the use of a person who makes either.
• 7:52
  SPEAKER_00: The carpenter of Nazareth used a hammer, and the hammer did not need the moral framework.
• 7:58
  SPEAKER_00: The carpenter did.
• 8:00
  SPEAKER_00: What you do not do is mistake the man wielding the platform for David of Scripture.
• 8:06
  SPEAKER_00: You don't assign him a moral arc, he hasn't claimed.
• 8:09
  SPEAKER_00: You do not pray to a system because the system speaks fluently.
• 8:14
  SPEAKER_00: You do not look at a man who is publicly working to build a synthetic mind and call him a shepherd boy fighting for the armies of the living God.
• 8:22
  SPEAKER_00: He is not.
• 8:24
  SPEAKER_00: And he is not asked to be.
• 8:26
  SPEAKER_00: The press has thrust this role on him because the press needs a hero shape.
• 8:31
  SPEAKER_00: And the David and Goliath frame is sitting in the drawer, free for the taking.
• 8:36
  SPEAKER_00: The shape is in the drawer.
• 8:39
  SPEAKER_00: The source is not.
• 8:41
  SPEAKER_00: And the watching person is the one who has to keep the two separated.
• 8:46
  SPEAKER_00: If you're a Christian small business owner listening to this, there's a way to walk through what's happening right now with your hands clean and your heads straight.
• 8:55
  SPEAKER_00: Pick up your own five stones.
• 8:58
  SPEAKER_00: They are different stones than the press will hand you, but they're the ones that real David carries.
• 9:04
  SPEAKER_00: A real David.
• 9:06
  SPEAKER_00: One faith.
• 9:07
  SPEAKER_00: The Lord owns the cattle on a thousand hills.
• 9:11
  SPEAKER_00: And the user of data of 700 million weekly chat sessions doesn't change that.
• 9:17
  SPEAKER_00: The tools change.
• 9:18
  SPEAKER_00: The owner of the field does not.
• 9:21
  SPEAKER_00: Here's number two, preparation.
• 9:22
  SPEAKER_00: David picked up the smoothest stones in the brook.
• 9:26
  SPEAKER_00: Measured.
• 9:27
  SPEAKER_00: Because a shepherd knows his weapon.
• 9:29
  SPEAKER_00: You learn the platform, you read the documentation, understand what you're using.
• 9:34
  SPEAKER_00: Claude, ChatGPT, OpenAI, Meta through Facebook, through the Meta Company, their AI, Grok, they've teamed up.
• 9:43
  SPEAKER_00: But again, learn what you're using.
• 9:45
  SPEAKER_00: Faith without preparation is presumption, and preparation without faith is just hustle.
• 9:51
  SPEAKER_00: You need both stones in the bag.
• 9:53
  SPEAKER_00: Number three, discernment.
• 9:55
  SPEAKER_00: Not everyone now knew, not everyone knew is good.
• 9:58
  SPEAKER_00: Not everything knew is bad.
• 10:00
  SPEAKER_00: The question is not whether to use the sling.
• 10:03
  SPEAKER_00: The question is what name you call on when you draw it.
• 10:07
  SPEAKER_00: Don't be the operator who uses the language of David while serving the gods of Goth.
• 10:13
  SPEAKER_00: Number four, restraint.
• 10:14
  SPEAKER_00: That same platform that brings you customers can be used to manipulate them, to mislead them, to build offers that prey on intent rather than serve it.
• 10:24
  SPEAKER_00: The early advertisers will set the cultural norms of this channel for the next decade.
• 10:30
  SPEAKER_00: Choose to be the kind of advertiser the father wouldn't be ashamed of.
• 10:34
  SPEAKER_00: Number five, the name.
• 10:35
  SPEAKER_00: David.
• 10:36
  SPEAKER_00: He said it out loud.
• 10:37
  SPEAKER_00: I come to thee in the name of the Lord of hosts.
• 10:42
  SPEAKER_00: That sentence is the only part of the David and Goliath story that the tech press cannot copy into a launch announcement.
• 10:51
  SPEAKER_00: That's the part you keep.
• 10:53
  SPEAKER_00: It's the part that makes you the small operator using new tools, an actual descendant of the Shepherd boy and not a costumed reenactor.
• 11:03
  SPEAKER_00: Pick up those five.
• 11:04
  SPEAKER_00: Walk into the brook, read the platform documentation, build the landing page, send the ad.
• 11:12
  SPEAKER_00: And do it in a name that is not Sam Altman's.
• 11:16
  SPEAKER_00: These platforms, they're going to keep coming.
• 11:18
  SPEAKER_00: The next one's going to be Google's response to this one.
• 11:22
  SPEAKER_00: The one after that will be something nobody's named yet, built by a company that does not exist, as I am speaking the sentence.
• 11:30
  SPEAKER_00: And in every cycle, the press will reach for the David and Goliath frame because the press has a small toolkit, and that is the most recognizable tool in it.
• 11:42
  SPEAKER_00: Read the Bible instead.
• 11:43
  SPEAKER_00: The shepherd boy in the valley did not win because he was clever.
• 11:48
  SPEAKER_00: He won because the Lord of hosts decided to win through him.
• 11:53
  SPEAKER_00: And the same Lord who decided that day is the Lord who decides this day.
• 11:58
  SPEAKER_00: The name of the giants changed.
• 12:00
  SPEAKER_00: The Lord does not.
• 12:02
  SPEAKER_00: And the watching person stays watching, sling in hand, five stones in the bag.
• 12:09
  SPEAKER_00: The name on the tongue.
• 12:10
  SPEAKER_00: Because God is not the machine.
• 12:12
  SPEAKER_00: The machine was never going to be God.
• 12:14
  SPEAKER_00: And the man who tries to build one will, in the end, be remembered for the same reason the builders at Babel are remembered.
• 12:22
  SPEAKER_00: The Lord came down to see that tower, too.
• 12:25
  SPEAKER_00: I'm Connor with honor.