Jyunmi

This acquisition underlines that generative and agentic AI are only as good as the data plumbing beneath them and that the AI stack now includes everything from chips to real-time event streams.

So what made this interesting to me was that

Like I said, IBM, as a major player on the enterprise side, they've always been in that realm, are creating or trying to make key moves to keep those enterprise processes going.

So while NVIDIA and other hardware companies might be making, you know, the shovels and pickaxes, IBM wants to make, or in this move, seems to want to make the roads and provide, let's say, to keep the analogy going, the gas stations, right?

for enterprise along those roads.

So we'll see if this plays out for IBM.

Now, they are fairly entrenched in the enterprise level.

So having the Watson X AI capabilities plus IBM,

this agentic back end and, of course, their own hardware systems might make a clean offering or package for larger enterprises for implementation.

So this seems like a logical move for them.

And then, of course, hearing from them only once every three or six months should make it significant.

All right.

Andy, do you have any other?

You know, I think there's an interesting play here with that.

Number one, the pricing.

The pricing's good.

So anyone who just likes the new hardware tech gadgets, that makes it easier for them to try it out.

I like the focus on the one aspect.

Now, just for clarity, I think I missed it.

The app, is it their app that it connects to, or is it the Notes app on your phone?