Mark Gurman

It's not that they're waiting it out.

It's that they have no choice.

They have nothing internal.

It's not that they're waiting it out.

It's that they need to do it.

And so they're partnering with the best partner they can that's going to offer them the best pricing power, which for now is Google.

They initially wanted to work with Anthropic, but from a pricing standpoint, that didn't work out.

They couldn't work with OpenAI because they're, you know, hardcore competitors at this point.

So Google is all who was left.

And obviously the judge didn't break up the search deal there.

So it made sense and it aligned pretty nicely for them.

I'm answering your question.

I'm answering your question.

It's that easy as the Pro Max.

No, it's design.

People buy the new designs.

This is the first new design in half a decade.

It got it done.

That's why you do new designs because you're trying to bring in new customers for upgrades and that's the way to do it.

Of course they know that, but it takes time to do these new designs and you kind of want to get it right.