Andrew Feldman

It's an open question.

It's an open question.

Google is threatening that argument.

Google is threatening that argument.

I think your friend's argument is reasonable, but there has historically been a challenge if you only have one customer yourself for your hardware.

I think your friend's argument is reasonable, but there has historically been a challenge if you only have one customer yourself for your hardware.

That has historically limited the size of the opportunity landscape for you.

That has historically limited the size of the opportunity landscape for you.

Do you think they should sell to external customers?

Do you think they should sell to external customers?

I think you are already seeing them step outside of their own data centers for this exact reason.

I think you are already seeing them step outside of their own data centers for this exact reason.

What it says in your friend's construction is our ability to sell hardware is constrained by our ability to build data centers.

What it says in your friend's construction is our ability to sell hardware is constrained by our ability to build data centers.

One can imagine a world where you don't want that constraint.

One can imagine a world where you don't want that constraint.

You would like to be able to sell hardware to anybody's data center.

You would like to be able to sell hardware to anybody's data center.

These arguments are extremely complicated, rarely unfold in a simple form.

These arguments are extremely complicated, rarely unfold in a simple form.