Brandon McBee

Appreciate being invited back, guys.

And that was a fantastic intro.

We look forward to hitting these topics today.

Yeah, I think you see,

headlines there that there are surprises of spend, etc.,

I'd say our interpretation of it is entirely look at the like authentic and foundational demand that is out there, right?

Like all we're really doing is talking about how much consumption there is of AI and use for it.

And I think that that was a real question in the market 12, 18, 24 months ago is will there be demand for AI?

Where is this inference demand that everyone's been talking about?

And I think you're absolutely correct.

January or so with this next group of models that were coming out.

everyone all of a sudden and all at once said, this is what we've needed.

Like this is the real product breakthrough.

But I think it's worth keeping in mind that product breakthrough was like for a limited set of people at the end of the day, right?

We're talking like coding professionals, some finance professionals, but it's a relatively small group of people that are using infrastructure at this enormous scale.

And so it's,

Where we see this moving towards next is broader enterprise use, like likely not seeing this whole token mapping approach.

And I think that that is unsustainable.

But do we see adoption in other sectors and how this can continue to spread out?

Absolutely.