Rory O'Driscoll

from Entropic or OpenAI, you don't have the, I mean, it's a different business.

from Entropic or OpenAI, you don't have the, I mean, it's a different business.

You don't have the option to also have 50 to 70% of your revenue on employees because there's just not enough room in the percentages, right?

You don't have the option to also have 50 to 70% of your revenue on employees because there's just not enough room in the percentages, right?

So there's some, I mean, they're just different businesses with different business models.

So there's some, I mean, they're just different businesses with different business models.

No, of course.

No, of course.

And this is actually one of the core challenges many of these other companies are going to have.

And this is actually one of the core challenges many of these other companies are going to have.

If you can be one of the 146 employees, that is, I agree with you, Jason, 100%.

If you can be one of the 146 employees, that is, I agree with you, Jason, 100%.

That is getting levered from this AI such that your economics are compelling because you're one of a small group of people making a lot of money.

That is getting levered from this AI such that your economics are compelling because you're one of a small group of people making a lot of money.

in a business that's leveraging technology to have a very high revenue per headcount, it means we can pay you a lot.

in a business that's leveraging technology to have a very high revenue per headcount, it means we can pay you a lot.

That's a far better place to be as an employee, you're right, than one of 80, whatever it is, 90,000 employees at Salesforce.

That's a far better place to be as an employee, you're right, than one of 80, whatever it is, 90,000 employees at Salesforce.

You're exactly right, because you're not getting leverage from the moderns and intelligence.

You're exactly right, because you're not getting leverage from the moderns and intelligence.