Brad Lightcap

Things like Agent Builder allow enterprises to be able to build agentic experiences, powerful agentic experiences, on the go, iteratively, and connected into the tools and sources of information that matter for the business.

Yeah, well, the high level thing is we are tremendously compute constrained.

It feels like we're in this kind of recurring theme of being compute constrained.

And I think the reason for that is the answer to the question you asked, which is demand.

We see there are multiples of demand that are latent and untapped.

from what we have today.

And even today, obviously, by any standard, demand and revenue growth has been torrid in its pace.

And so really, we have to invest ahead of that.

And I think that's going to be the rate limiter for us to be able to go capture demand, whether it's consumer or enterprise, and for us to be able to build new models, parallelize more experiences, more product experiences,

and then enable users specifically to be able to use those products more actively in their daily life at work and at home.

And so even things like Sora, the app we just launched, we wish we could invite more people onto it now, but we just need more compute.

So the AMD deal, we're excited about being directionally a way for us to do that.

For me, it's actually kind of a metric that we talked about is tokens.

You mentioned 6 billion tokens per minute on our API.

That is the purest, for me, the kind of essence of utility is that consumption metric.

And so we've actively tracked that metric to see how people's consumption of AI is growing over time.

And you see this happen in amazing ways.

So things like Codex, for example, we've seen grow 10x since August, purely in consumption of tokens around coding.

And you start to see that same pattern emerge across multiple lanes of use and across multiple areas of work.

And that's the metric I look at because if that number is going up, it means people are using us for more things.