Lucas Swisher

And that gives them incredible optionality.

And a lot of people want them to win.

And so that is like a real advantage.

Because some of the other providers have been sort of, at least until this point, right?

Like this is always changing.

But they from kind of from day one had architected themselves to be able to be partners with every cloud and to be with...

Tranium and TPUs and GPUs.

And that takes a lot of infrastructure investment.

But it means in a capacity constrained world where the demand for compute outstrips supply, their ability to do that makes them more cost effective.

It gives them an advantage on where they can deploy.

They can take capacity that other people can't.

And that means like, hey, in this world, that's an advantage.

Yeah, it's one of the things that we actually we always try to think about is like and it's a question that Philippe asks all the time is like, who's going to want to help you and who's going to want to hurt you?

Because that ultimately matters, right?

Like having a lot of people want to help you and benefit from your growth is a very nice position to be in.

The size of outcomes.

This is really simple.

Like 12 months ago, I wasn't...

as convinced that we were really going to be able to address labor.

This like token machine concept that, you know, human inputs were going to become machine inputs.