Azeem Azhar

That's going to become 95%, maybe 100% within a few years.

And on top of that, we're going to go from single use cases in companies to dozens or hundreds.

And if agents start to become reliable, agents churning over more and more use of these systems.

And it's not just the US, of course.

Every other company around the world needs to think about how they're going to implement AI.

It's not, of course, just about enterprises.

It's also about consumers.

Today, we're at 700 million active users on ChatGPT.

That number has lots of room to grow.

So too does the depth and frequency with which they use it.

So too does the way in which they interact with it because we're still, many of us,

In a question response, we're not leaving agents running.

We're not leaving our AI running in the background the whole time.

So in that sense, even this idea that the market couldn't possibly be that big doesn't feel to me that it couldn't be, right?

There are lots more people to come in, start to use this technology.

But of course, there's a bear case, right?

And we've got a question come in, you know, what's the single biggest constraint that could derail this?

Is it technical scalability, regulatory pushback, or organizational complexity?

These are all great bear case answers.

There are all questions that we should consider.