George Frazier

The software is actually pretty buggy.

It needs kind of stable infrastructure below it, you know, and so most infrastructure companies have seen a lift as a result of this.

In your sense, is this transitory, like the eventual AI consumer infrastructure is coming?

Let me just give you my quick view on this, which is building rock-solid software that you can operate for long periods of time is just not what AI is best at, and you're probably better spent focusing it on other things.

But is my view blinkered in how powerful it's going to get over time?

Yeah, the consumption layer.

I mean, you could argue that whenever the consumption layer is up for grabs, which also happened with the internet, right?

Like, you kind of went to different places to go do things.

Like, it changed the UI.

Like, it changes a bunch of stuff.

But, like, the core infrastructure...

stays in place, right?

Like, you still have operating systems, you still have chips, you still have databases, and, like, they kind of evolve over time rather than they get... Yeah, and maybe you peel one layer or maybe you peel three.

Yeah, that's right.

Let's talk about... Let me actually just do a quick time check here just because...

I just enjoy talking to you so much.

We can just talk forever.

Okay.

Let's change topics a bit to the DBT merger.

Yeah.