Azure

“And then GPD, 3.5 turbo or four, you probably get, you know, 400, maybe 600 milliseconds of latency in their hosted API. And if you go into Azure and you use their services, you can get that down a lot lower.”

“It hasn't been a smooth journey for people to get the capacity on public clouds that they're able to get through, you know, OpenAI directly. I mean, I think a lot of this is changing, catching up, et cetera. But it hasn't been perfectly smooth. And I think the…”

“Building a business on guardrails really scares me because there are so many incumbents that can come in and eat your lunch. And it's like, It's not actually that hard to build a guardrail. I don't know if I'm gonna make people angry by saying that maybe some …”

“And so you think about the new core core AI organization, you've got Visual Studio Code, GitHub, and parts of Azure, all in one.”

“Companies that say they're selling the same model through different vendors, whether it be through first party or Bedrock, Azure, et cetera, we do see different qualities sometimes, and that's not necessarily what's advertised.”

“And the only option right now is an EC two with Windows or on, on, on Azure. Both of them take anywhere from three to five minutes to spin up. We've created an actual sandbox. So it's a second instead of milliseconds, but you have like point in time snapshots,…”

“We have a new underlying agent containerization service. It's like through, we're using it under the hood. It's through Azure. They recently announced it. The Azure like dev compute, but it's like very fast very fast compute to be able to like spin up you know…”

“You saw that I talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.”

“So they built this agentic system. They even have a character for it. It's called Miles and it sort of does all this stuff. Right. They started sort of screaming for more tokens and so on, and so they were saying, look, we don't need headcount, we need tokens …”