Justin Hotard

He wants America to win.

I don't believe we're in an AI bubble.

And the reason for that is we're going through a natural transition from an old computing model based on general purpose computing to accelerated computing.

We also know that AI has now become good enough because of reasoning capability, research capabilities, its ability to think.

It's now generating tokens and now generating intelligence that's worth paying for to the point where I'm paying lots of it.

Cursor is all over NVIDIA.

Every single one of our engineers use it.

We pay lots and lots of money for it and we're delighted to do it.

And Cursor is just one of the applications.

You know, what is it?

11, 11, 11 tech.

I forget.

But anyways, all of these different AI models that we're using, we're using plenty of services and paying happily doing it.