Securing sufficient compute capacity is a critical competitive advantage that justifies early and aggressive investment.

“access to compute is one of the really big competitive advantages at the moment. So, you know, we have to all run our own races, but we all have to recognize we're part of an ecosystem that also needs to bring people along collectively.”

Infrastructure needs to be built out to accommodate the expected productivity gains from AI.

“Everyone's assuming they'll be there, so we need to meet the demand, which is almost like building out an entirely new internet.”