Todd McKinnon

You had to pick either Prime Video or Netflix, and then that's the only one you could watch.

That's what some of these big platforms are saying.

They're saying use everything from us.

It's like just you can only use Netflix and you better hope all your shows are on Netflix.

What we're saying is you can choose whatever AI technology you want.

You can get a model from Google.

You can get infrastructure from Amazon.

You can get application data from Salesforce and we'll make it all work together.

You can choose any show you want to watch, so to speak.

So we don't lock people in, we give them a choice across all of the different platforms.

And that's very important in this innovation, because these things are changing every week.

Google comes out with a brand new model, open ads are going to have a new model, and customers want choice, and we give that to them.

Well, I think we see two things.

We see a very solid business that is profitable and growing at a nice clip.

And then we see this massive upside.

So I think the market is trying to understand how quick it materializes, how big it can be.

And we're very excited.

We think it could be bigger than our core business.

The opportunity to secure AI could be bigger than anything we've ever done.

But it's just a matter of making that real and doing the hard work with the customers to bring it to fruition.