Michael Intrator

And so we really began to think about like, how do you go about scaling up your delivery

of this computing to clients, larger and larger clients.

of this computing to clients, larger and larger clients.

And that was the next card to turn is to think about it from a, okay, you know, there's a component of this that is going to lean into our ability to access the capital to be able to deliver our solution to the broadest possible audience, to the most sophisticated consumers of this compute.

And that was the next card to turn is to think about it from a, okay, you know, there's a component of this that is going to lean into our ability to access the capital to be able to deliver our solution to the broadest possible audience, to the most sophisticated consumers of this compute.

And that was really the next card is thinking about it as a business rather than as a engineering project to be able to deliver the infrastructure and the software and really everything between, you know, when you're thinking about what we do, we kind of live...

And that was really the next card is thinking about it as a business rather than as a engineering project to be able to deliver the infrastructure and the software and really everything between, you know, when you're thinking about what we do, we kind of live...

above the NVIDIA GPUs, but below the models.

above the NVIDIA GPUs, but below the models.

And everything in there, all the software, the integration of software and operations and observability and all the things that you need to be able to build a cloud that's purpose-built

And everything in there, all the software, the integration of software and operations and observability and all the things that you need to be able to build a cloud that's purpose-built

for this one specific use case, right?

for this one specific use case, right?

So we don't do everything.

So we don't do everything.

We really focus on one use case, which allows us to- You wanna do web servers, it's different, you got AWS.

We really focus on one use case, which allows us to- You wanna do web servers, it's different, you got AWS.

You know what, they do a great job.

You know what, they do a great job.

It's a great solution.