Rory O'Driscoll

I just won't do it.

It probably felt safer when they made the investment that worst case, Meta wanted to buy them.

Worst case, we exit for five or six or 10 billion to acquire the team.

We don't quite make as much as you might think on paper because of how the deal is structured with employees and retention.

But worst case, we make some return on this deal.

So it's

It's not that was probably a thing.

It's not as crazy as we might think from the outside, because with the quality of the team, high chance we get our two billion back.

Seems lower odds today.

So forget about IRR.

You can put that money to work.

You can put that money right out the door.

I mean, ask yourself the question.

The loss is a bummer, but if you're trying to get 10x outcomes, you almost don't care.

Just give me the money back and let me invest it tomorrow.

I think we underestimate the challenges and the wars for AI talent.

Yeah.

And we talk about it being compensation-based and brands, but- It's mission-based.

Well, it's even more.

It's like the best researchers in AI, the ones you need to win, they only want to work what they want to work on.