Jonathan Ross

So the entire world is supply constrained, and I would actually expect that to continue for at least the next five to ten years when it comes to AI.

Our advantage is that we have a supply chain that actually ramps much faster.

So customers will be able to come to IBM, put in an order, and we will be able to fulfill that faster than you would be able to with other technologies.

But the supply constraints are real, and this is another reason to start working with IBM sooner.

The sooner you get access to that capacity, the sooner you're going to have it.

I can't tell you how many startups come to us and other companies come to us and they are looking for capacity because some of them are actually growing 10, 20 or even 30 percent per week or per month, which is an astronomical growth rate.

But by approaching us early, we can build to your needs.

So I would say this is a peanut butter and jelly sort of relationship in the sense that oftentimes when we meet with C-level executives, those C-level executives turn to their tech teams and ask them to evaluate Grok.

And I've been in meetings where the CTO did that, and the response from the person is, I already use Grok.

It's my default for everything.

So we already have the bottoms up.

We have 2.3 million developers already building on us.

For comparison, OpenAI has 4 million.

Now, going to those deep relationships from IBM and the fact that IBM is a trusted partner who's been delivering for decades, you put those two together and that's an amazing go-to-market motion.

Yes, it is Sputnik 2.0. It is true that they spent about six million or whatever it was on the training. They spent a lot more distilling or scraping the OpenAI model.

Yes, it is Sputnik 2.0. It is true that they spent about six million or whatever it was on the training. They spent a lot more distilling or scraping the OpenAI model.

Yes, it is Sputnik 2.0. It is true that they spent about six million or whatever it was on the training. They spent a lot more distilling or scraping the OpenAI model.

I can't speak for Sam Altman or OpenAI, but if I was in that position, I would be gearing up to open source my models in response because it's pretty clear you're gonna lose that, so you might as well try and win all the users and the love from open sourcing. Open always wins.

I can't speak for Sam Altman or OpenAI, but if I was in that position, I would be gearing up to open source my models in response because it's pretty clear you're gonna lose that, so you might as well try and win all the users and the love from open sourcing. Open always wins.

I can't speak for Sam Altman or OpenAI, but if I was in that position, I would be gearing up to open source my models in response because it's pretty clear you're gonna lose that, so you might as well try and win all the users and the love from open sourcing. Open always wins.