Harry Stebbings

That would suggest the opposite.

That would suggest the opposite.

I had Brendan on from McCool the other day, and he was fundamentally saying that the next 12 months would be the most value accruing 12 months for AI infrastructure companies.

I had Brendan on from McCool the other day, and he was fundamentally saying that the next 12 months would be the most value accruing 12 months for AI infrastructure companies.

We would see that the models of the products and the AI application layer companies would be most at risk denigrated.

We would see that the models of the products and the AI application layer companies would be most at risk denigrated.

What would you like to do, but it's not core competency for you, and so you don't do it because of focus?

What would you like to do, but it's not core competency for you, and so you don't do it because of focus?

Oh, man, I enjoy, like, making breakfast.

Oh, man, I enjoy, like, making breakfast.

Is the rate of model development sustainable?

Is the rate of model development sustainable?

And what I mean by that is, I was with the founder of Nebius the other day and he was talking about it on, oh, every few weeks we see new models.

And what I mean by that is, I was with the founder of Nebius the other day and he was talking about it on, oh, every few weeks we see new models.

And I said, you're wrong, every few days.

And I said, you're wrong, every few days.

Especially when we look at Chinese open sources, like three or four a week.

Especially when we look at Chinese open sources, like three or four a week.

Is that

Is that