It costs more to run AI than humans. Why run AI when humans are doing it? So that's got to come down. So he's right on the budget frontier. I like his data premise because if you can swap out models, remember when you decoupled storage from compute? 

Yeah, look what happened. You scaled independently. Your thoughts on his premise, because it speaks to what AMD's doing. Very thought-provoking. First thing I would say is the software stack is clearly transforming. 

I do see frontier models as a critical cognitive layer in that software stack, so I certainly don't see them going away.