Scott Guthrie

Even watching the first demos of the iPhone,

The New York Times app runs on it, but it was still a fairly simplistic device with a small screen, didn't have 3G yet.

If you remember, apps did work or browsers, websites worked, but not that well.

But you just think a few years after that, what the devices in our pockets are capable of.

I think when you think about AI, you kind of need to have that long-term view of what did the internet look like in the early days?

What did the smartphone look like?

revolution look like in the early days?

What did even cloud look like in the early days?

And then, you know, fast forward five, six years, it looked completely different.

And, you know, at the end of the day, great technology sort of fades into the background because it's just everywhere.

And I think that's going to be the same thing with AI, which is, you know, at some point it will just become something that we live with and use every day.

And as that happens, you're going to see more and more demand for the infrastructure that enables it.

And when it first came out, I remember it was, yeah, I think that was even before GPT-4.

I think that was GPT-3.5 was what it launched with.

And so, you know, from a capability perspective, it was still much simpler answers.

There's no reasoning models.

There was...

No ability to upload things.

There was no audio or visual or video.

You know, again, it's kind of remarkable how much it's changed.