Apoorv Agrawal

A lot of India, a lot of the iOS users.

Doc, tell us a little bit about how you think about partnerships for ChatGPT to meet the user base and maybe specifically on those two as well.

Nick, you are a master of trade-offs.

You must be making a lot of trade-offs right now.

Tell us about some of the trade-offs you're making.

Tell us about a trade-off that you might be making that people don't appreciate from the outside.

Nick, I imagine one of the hardest trade-offs you guys make here is those GPUs that are melting between chat GPT, between codecs, research.

How do you guys allocate the GPUs?

Yeah.

The other takeaway that I had is you don't have line of sight to a time when you won't have that problem.

This is a fascinating insight.

People used to think that humans were, you know, you can't kind of make more humans.

Well, it takes nine months and then 19 years.

But you're saying, well, that's actually a less finite resource than GPUs.

Yeah.

We have all these external data sources for charts of users and usage and activity and retention and all those things.

What we don't have is tokens per user over time.

And I bet that chart is like a sweet line going this way.

Yeah, yeah.

Fascinating.