Jensen Huang

and AI.

Yeah, I mean, we've done this list for the past several years, and this year we really wanted to try to focus on having a big selection of companies in different categories, because as the AI ecosystem has evolved, we're seeing people moving into more and more categories of it.

We have companies that are building sort of the infrastructure for it.

You have only a handful of companies that are actually building models.

You have companies that are concentrating on office-related stuff, companies concentrating on content generation.

So it was starting to feel like we had enough for kind of like a yearbook superlative was kind of what I was thinking of it in my mind when we were working on this of these different categories.

And so we're looking now at the model makers to watch.

Deep Seek in China, obviously, but Humane in Saudi Arabia, an interesting one and one that's been a big infrastructure player.

Mistral in France, we had the CEO Arthur on just last week.

But move to the vibe coding, because I think this is where people are getting really excited about the application of AI, particularly in the world of engineering.

We all know about Cursor, but take us to Sweden.

Take us to other players in the U.S.

I would love to go to Sweden.

So Lovable in Sweden has grown tremendously quickly, similar to how Cursor has grown tremendously quickly in the U.S.

Lovable and also Replit, those two are a little more focused on people that don't have Coding experience.

Lovable in particular is focused on helping you build, say, a website, even if...

You don't know anything about coding.

Cursor is more meant for a professional or someone who at least has a decent to pretty deep knowledge of coding.

But these other companies, Replit and Lovable, they really are trying to democratize the idea of building something on the internet or building an app, building software.

democratization is the watchword when it comes to making movies, when it comes to making music, and not without its tensions with IP.