Jon McNeill

And what I mean by that is I think they're creating the tooling layer.

that then a lot of us are now using to create real businesses on top of.

So I kind of go back to the internet breakthrough and the internet revolution and think about, OK, like the browsers, everybody was super excited about the browser business.

And Marc Andreessen made a career out of Netscape.

But I wonder if, like those, now browsers are a commodity, but what got built on top of a browsable web were things like Facebook and Airbnb and E-Trade and you name the businesses, like tons of GDP got created on top of that tooling.

And it sort of feels like to me, we're getting really excited like we did about Netscape and Internet Explorer.

We're getting really excited about these hyperscalers, but what you really want to be looking at is what businesses are going to get created on top of this tooling.

And so I'm psyched for the work they're doing.

I think it's amazing and it's breakthrough level, but I am also much more excited about what's going to get built on top of it.

Yeah, me too.