David Friedberg

So a different company that I helped get off the ground, Grok with the Q,

They have a cloud, and what they've been doing is they've been working with initially Lama, then they work with OpenAI to bring their open source model, but they also brought online a couple of these Chinese models.

And what they do, exactly as you said, Sax, is they take the source code, they basically implement that.

They fork it.

They fork it.

And now it's implemented domestically,

on American soil, by Americans, inside of an American data center.

So there's, China gave us kind of the way, the roadmap, if you will, the architectural plans, but we, as in, you know, the American company, in this case, Grok, built the house and then launched it.

And so now we as 8090 basically made a cost decision to move to this open source model because it was just materially cheaper.

They're like Amazon for us.

For me, as a consumer, it reduces us to a pure economic decision.

Where is it cheaper?

It's not dissimilar to the last generation of the internet.

You'd run on AWS, but then you'd bid it against GCP.

You'd bring in Azure.

You'd say, who is cheaper?

Because ultimately...

You're running a database.

You're running, I don't know, pick your service, Snowflake.

It didn't really matter where it was.