Caroline Hyde

It's really seeing that you could be buying into the strength of subscriptions for this company.

Datadog, check that out, up 16%.

Again, software was beaten up, but Datadog giving an earnings report that steadied some of those nerves, Ed.

That's it, isn't it?

That's the read across.

It's how much is AI going to be eating any of these companies' lunches?

And it must be the desire of the executives right now to push back and to show real operating margin growth and in particular, real revenue.

I mean, Datadog was up 29% for their last quarter just gone.

The kind of customers you serve.

Cristobal, who is that then?

As we still typecast you as an AI video generation company, but you're not.

You're a robotics company, you're an avatar company, you're a world company, so who do you serve?

It is fascinating.

It also has different impacts on different people.

And when you say it helps an industry, it's kind of in the eye of the beholder.

Christabel, talk to us about how you think about, as a leader of your business, the implications this has for the labor market, for what it means more broadly, for humans watching content that wasn't made by people and the reality of them.

Christabel, briefly, I sort of asked you about whether the employee base in companies are ready.

Am I, as a human, ready to digest the wall of AI-made content and discern what's real and what's not?

Cristobal Valenzuela, Runway CEO, it's great to have you back.

We appreciate it.