Tuhin Srivastava

Yeah, well, the way we think about it is that inference is probably the largest market that will ever exist.

I think you see this amazing set of companies like Cursor or Bridge, Open Evidence, Notion, kind of growing with their inference workloads and to support the scale of these massive companies and we're just arming ourselves.

More importantly, the amount of compute that we're going to need to support this is going to be very large.

And again, compute is a capital-intensive business, and that's the business we're going after.

Yeah, look, we've been partnered with Nvidia for almost five years now.

They're a big part of the future.

We work really, really closely with the chips they provide.

We don't see them as a competition.

Honestly, we think everything's kind of a rising tide, and we want to work with the biggest and best players and customers and suppliers and vendors and technologies, and Nvidia is a big part of that.

Well, I think pay-as-you-go pricing fully aligns ourselves with our customers.

Who are they?

Who are our customers?

Think about the fastest-growing AI companies in the world.

So anywhere from Abridge, OpenEvidence, Cursor, Notia, Gamma, Clay, all these are companies that you've covered, I'm sure, over the last year.

These companies are growing incredibly fast, and they are using a lot of inference.

And by aligning ourselves on a pay-as-you-go model, we only make money when they are getting value out of the models that they are training for their customers.

And so that's actually a very important part of our business.

We think it's a very important part of the ecosystem.

And it's all about being a long-term partner to the best companies in the world.

Yeah, look, we've been very lucky to be able to attract really great talent up until now.