Ed Ludlow

I think training is a job-by-job sort of buy, right?

Inference has the stickiest characteristics of any business I've ever seen, right?

And so, you know, without giving specifics, the NDR on base 10 is through the roof.

And we see customers, they come with us, they scale with us.

They don't want to take on this enormous engineering burden of, you know, these different specializations I described.

Yeah.

The labs want the kernel engineers, too.

They're very expensive.

Managing across 10 different clouds is very expensive.

Owning your own capacity.

You know, Ed was just talking with Tuhan about the pay-as-you-go versus the CapEx upfront model.

The application winners, they don't want that.

They want to go after new business and creating value for users.

There's a lot of energy in your industry still.

It's really cool to have you both here in person.

Deal flow hasn't slowed down at all.

I wondered what the talent story is right now.

Sarah was talking about the three kind of core roles, hottest jobs.

I'm assuming that a chunk of that 300 million reflects the capital intensity of talent right now as well.

Sarah, I also know you as kind of Sarah the operator, not necessarily just writing checks.