00:00I want to talk a little bit about Anthropic and the ways that these foundation model builders are obviously in
00:08great need of capital in order to finance their needs for chips and the compute that are needed to build
00:16and develop.
00:18Can you talk a little bit about the way that that relationship is being structured and financed and the provisions
00:26that you are having to take to kind of protect yourself against downside?
00:30How concerned are you about the end user demand materializing and enabling them to meet their commitments?
00:37I frankly, I think in this particular case, we were partners with Google to provide compute capacity through TPUs, which
00:51we co-designed with Google, to Anthropic.
00:53And frankly, there's no shortcut about it when we first started almost a year ago now, which is basically it's
01:03a leap of faith that Anthropic and generative AI and Anthropic through its business model of addressing enterprises with code
01:14assistance, coding tools, would make a difference.
01:21We went in on that leap of faith, and I guess today, that was a great bet.
Comments