00:00I certainly think there will be ripple effects if they don't go well like there's no sugarcoating on that
00:06SpaceX IPO this week will definitely be like a leading indicator to how anthropic or open AI will go up
00:13and so I think it's important for the AI industry that these IPOs go well
00:21and I actually think they will go well because they're doing well like the businesses are great
00:26and for us like we are very happy for their success because their success means they'll be able to
00:32invest more into frontier model development agnostic of these two companies we were planning
00:38for something in 2028 so that still remains the case it is essential that these two companies
00:44have very successful IPOs and I think Google's equity race recently shows that the market wants
00:51to invest in AI frontier
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