Tim Davis

And I think we owe it to ourselves to deeply understand that.

Yeah, I think there's a couple of ways to answer that.

We certainly hope that the open infrastructure, so Mojo and Max gets penetrated across the development community and development ecosystem very broadly.

We think that it is open source.

We would love the community to rally around it.

It gives people more optionality.

I do see it as the future, again, in my opinion, as I understand it right now, is a lot more contingent on reinforcement learning and really continuous learning.

And I think to achieve that, we need software that enables us to, one, really take advantage of all the compute in the world.

I don't believe we're doing that today, as crazy as that may sound to some people.

We need to be able to fully saturate and utilize the compute.

We believe we're building the framework to do that, and we would love people to adopt it and be able to realize...

you know, go and build incredible applications and invent the future with it.

So that's one thing, you know, I definitely think we want to see.

I think the second thing we want to be able to see is, you know, as a company, you know, we have an absolutely need to scale and are doing this now very significantly, just the commercial side of our organization.

Our vision for Modular is to remain an independent company.

And to do that, you need an enormous economic engine.

And I think the currency of the AI industry is essentially dollar per token.

We believe that we can provide efficiency gains there better than anyone else.

And we believe that now a decade helping build AI infrastructure

of which I will both apologize for, because a lot of it has been messy.