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  • 12 hours ago
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00:00The shareholders voted down the acquisition yesterday, and, you know, from a strategic perspective, I think everybody on both sides of the fence really felt like it made sense, and it really just came down to price.
00:14And for us, you know, we put out a bid where, as you said, we're quite acquisitive. We bought Marimo yesterday. We bought Weights and Biases, Monolith, OpenPipe.
00:28Like, we've really been buying and building the AI cloud, and there is a price point that made sense for us to move forward with that transaction, and we have a plan, and we are going to be very disciplined around that plan.
00:44And, you know, at approximately 10%, it made sense, and if it's going to be above that, then we'll continue to use them as a vendor.
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