Azeem Azhar

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.

Of course, there will be competition from other companies.

Google, having launched its Code Red a couple of years ago, really feels like it's got into third gear.

It's shipping more frequently.

It's willing to experiment with using its distribution across their different platforms to put AI in front of people.

It, of course, has really deep technical depth and infrastructure, not just within DeepMind, but across the rest of Google.

Meta, Mark Zuckerberg, he's like Decimus from The Gladiator, you know, on my command, unleash hell.

He is chasing after this.

It is absolutely flooring the pedal.

Just today, he was with the president of the US and he made some enormous commitments about how much metal was going to build, how much infrastructure running into the hundreds of billions of dollars over the next few years.