Ted Mortensen

But if you look at Amazon, I mean, they essentially had to lay off a very large component of their white collar business.

I think, number one, they have to assure investors that they don't have a memory problem, which they don't.

This is a real change in infrastructure on Rubin.

And I think anything that they can assure investors that's on track and the adoption of Rubin from a system perspective is not cannibalizing any of their business as it relates to

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