Rory O'Driscoll

that is then forwarded to their team.

That is insanely valuable for 99% of the world versus buying some crazy Lemkin guy startup that could blow up on you.

Like there's just, it's just not, it's so much risk for a non-founder led company.

Toby could buy a company like that.

You need somebody like Toby or maybe even, I mean, Asacha or something like that that can take some crazy bets, but most companies don't want to take that bet.

Well, there's a lot of learnings.

We need to study it more.

I wish I was a total ClickHouse expert, but I tell you what is kind of interesting about it.

It's an extreme example of how do folks take advantage of AI tailwinds.

ClickHouse is basically an in-house open source product built at Yandex, which is now Nebius, built in Russia.

Just like everyone has an open source product that has gotten scale, LinkedIn and others.

And it's a very clever way to...

mine massive amounts of data and make conclusions from it.

And they built their own for their own.

I mean, Yandex was, you know, whatever the Yahoo or Google of Russia, they built their own and it sort of works.

And then timing's perfect.

They spin this thing out in 2021, right?

They take an open source product.

They turn it into essentially a proprietary cloud product.

And then boom, AI blows up.