Harry Stebbings

Can I ask you, you mentioned about agent usage, and you said if you do repetitive tasks versus one-off, say, cron jobs, I think someone said we're going to have 24-7 AI, and they've talked about a hardware product that's going to come out.

Can I ask you, you mentioned about agent usage, and you said if you do repetitive tasks versus one-off, say, cron jobs, I think someone said we're going to have 24-7 AI, and they've talked about a hardware product that's going to come out.

Do you think we will have continuous agents running

Do you think we will have continuous agents running

Sorry, when you say the orchestration problem.

Sorry, when you say the orchestration problem.

I'm going to be honest.

I'm going to be honest.

There's much more valuable things for people to steal from you.

There's much more valuable things for people to steal from you.

London-based VC.

London-based VC.

When we look at the different providers that we said kind of server-side versus on-device, when we look at server-side, a lot of people want an AI infrastructure bubble, which I think is funny, stupid and moronic.

When we look at the different providers that we said kind of server-side versus on-device, when we look at server-side, a lot of people want an AI infrastructure bubble, which I think is funny, stupid and moronic.

To what extent do we have a data center supply problem today from what you see?

To what extent do we have a data center supply problem today from what you see?

But when we see Meta's capex spend and it wanting to increase in the last few days and thinking about raising more and more money to increase capex spend, I get it with a lot of the AI providers like your open hours or Anthropos because they aren't making money from their AI products.

But when we see Meta's capex spend and it wanting to increase in the last few days and thinking about raising more and more money to increase capex spend, I get it with a lot of the AI providers like your open hours or Anthropos because they aren't making money from their AI products.

For Meta, the capex spend correlates to increasing accuracy on ads, which is like a 6% to 8% bump in revenue.

For Meta, the capex spend correlates to increasing accuracy on ads, which is like a 6% to 8% bump in revenue.