Alex Wissner-Gross

I think it's probably not a great look for Google that they have employees unionizing outside the continental U.S., outside the U.S.

overall, to protest working for arguably patriotic purposes with the U.S.

military, not a good look at all.

On the other hand, I would say, the seven companies, I think reflection is somewhere in there as well.

This at least underlines the

the upside in my mind, which is, there's at least enough competition in the frontier model space that the Department of War has enough other counterparties to go to if it's unwilling or unable to work with Anthropic.

At least there will be other models available on the SIPRnet and JWICs.

Where's your passport abundance mindset, Salim?

We're going to see that in just a minute.

Alex?

I want to note that Google Cloud had a rather difficult childbirth.

Think back a few years.

There was a point at which, reportedly, the co-founders of Google had passed a mandate for Thomas Kurian.

Either Google Cloud had to become number one or number two public cloud, or it would simply be removed.

It would be excised from Alphabet.

That was, I think, a dangerous time.

There were a variety of documents and internal memos regarding the future of GCP getting leaked at the time.

I think Google slash Alphabet, to their credit,

stood out, took a stand against those who would rather Google have not stayed in the public cloud race.

They carved out Google Cloud as its own line item in quarterly reports just in time for the AI tailwind.