Joubin Mirzadegan

We like to say about us that we built vertically integrated, full-stack, AI-specialized cloud.

So that's what we think we do.

And I think that the difference of neo-cloud or bare-metal compute and cloud is quite significant because it's a completely different developer experience, right?

So if you need to come and

rent a large cluster and wait like six months for it to be delivered and then sign it for three years and run it.

Probably it's not really a real cloud experience, right?

In the cloud you expect more flexibility, faster time to value, more tools that you can use as a developer, more layers of the value.

Yeah, so I think there are

as we see a few brands, let's say.

So first, as you said, open source models are catching up different tier models quite, quite fast, probably.

I mean, I think that like there is three, six months gap that we see for the most of the tasks.

And we see that a lot of

people, a lot of customers, when they come to the scale, so the journey is you start with a frontier model.

You want to have the best capabilities to unlock the use case, to see the things working, to start growing.

But then when you grow, you may meet the limitations.

And first of all, in economics, because at scale, the economics matter.

And then if you have other capabilities,

from open source models that can deliver in a particular use case that you already understand, like same or close to same performance and quality for times lower cost.

you're actually switching.

And it's not easy to switch because you need to include those models.