Shekhar Natarajan

The infrastructure world is like, let's build the next chip, which is going to solve the problem.

Let's pump more money into the large language model and make it much more robust.

Let's basically build a data center.

And that window is closing, that window is already closed.

How many more companies are you going to find like ChatGPT?

It's done.

So that game, forget it.

people thought like there is all these applications that people can build which will make your life easier that is also gone because AI is already solving that the infrastructure companies are solving that they're going it's like pac-man you have you played the pac-man game yeah yeah yeah it's like pac-man it's like eating up all the things and like the infrastructure is going to be the thing which remains right now what is the thing that has not been solved trust you can build this infrastructure if no one buys it

Everything sits idle.

So you as a company have invested in that too, in that promise.

And that is going to sit idle too.

So you're going to have a lot of sunk cost if you don't know how to recoup it.

So trust is going to be the capability that is going to be needed in the future.

And like that, you're going to need other capabilities like security, safety, right?

How do you ensure that basically like, you know, there's like robotics as an example, right?

Like, you know, what happens in the physical world.

So there are things which will happen, which capability wise that will leverage this infrastructure.

So there are only a handful of slivers of things left in the future.

And no one has tackled this.

Yes.