AI capabilities

“Like, you know, we're going to see like a huge amount of innovation and, you know, what, what's possible in the largest companies now can be possible in, you know, in somebody's academic lab or garage in a few years.”

“There's an enormous chip constraint right now. Every AI that anybody uses today is its capabilities are basically being gated by the availability of chips, but like that, that will resolve over time.”

“Yeah, I don't, I definitely don't think we've seen any slowdown yet in capabilities from any of these concerns people have.”

“These are trillion dollar questions, not answers, but once somebody proves that it's capable, it seems to not be that hard for other people to be able to catch up, even people with far less resources.”

“And we and every other, I think, serious company in the space expects the ramp and capability to be very rapid, you know, at least for the next couple of years. Like, we have, like, I think, line of sight to, for sure, is going to ramp dramatically. The capabi…”