Matt Robinson

You guys have spent, you know, you spend a lot of time doing some rigorous work here.

Say you swap seats with Sam Altman.

What do you do differently or what do you keep the same?

And to that, you know, this week, as you mentioned earlier, that, you know, the markets were caught flat footed, I guess, to say the least about this, you know, ever expanding compute spend.

To me, what's interesting is that, you know, as the hyperscalers just reported, they're capacity constrained, right?

You know, we're seeing these big rollouts where, you know, CapEx is huge, but yet they can't meet demand, right?

And I think that, you know, maybe it's a little separate, sort of beyond open AI, but I'm just curious, like, how do you see, it's just wild that they're spending this much money and they just can't catch up.

I think that the compute demand has been sort of underreported.

We all know about CapEx, but I've talked to folks in the enterprise that even when they're not using it, they don't want to give it up.

They don't want to lose their spot.

So there's just that constant demand for access.

Yeah, they didn't want to lose it.

I just, yeah, that part of the story is sort of interesting to me.

And, you know, we saw so much whiplash in the market this week about what's happening here.

Yeah, actually, it reminded me of the study I wrote about.

They tested the models on financial analysis to see how well it could do on, you know,

And it wasn't as good, but it was improving.

But the comparison was like, all right, well, if it's a human, it's like $20 an hour.

If it's an agent, it's like 50 cents.

But I mean, so it was, but that threshold is, you know, that gap is closing where you can get it, you know, they're making headway into, you know, solving the sort of financial analysis questions.