David Friedberg
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self-driving and chips.
So they're pretty hardware focused, yeah.
Freeberg, any thoughts on Amazon just as a company broadly?
It's about saying, hey, they're a kingmaker.
That seems like a really interesting insight.
Do you have any insights there on Amazon and their playing a part here in the future of AI?
Thomas, any closing thoughts here on the sort of old guard, Microsoft, Amazon, and their employee count and the cuts we're seeing there and what these companies will look like in the future in terms of revenue per employee?
They're not hiring young people.
They're getting rid of the old folks.
They're just advancing, it seems.
They're adopting AI pretty severely at these companies.
What are your thoughts there?
I'm going to say the same.
I think they'll have just about 250 plus or minus 10%.
I don't think... If I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient.
Therefore, they don't need to add people.
But I also don't think they atrophy much more.
Where are you at, Thomas?
Maybe you're the tiebreaker.
I'm predicting incredible growth and the same number of employees.