The GPU Debate Is Dead

One thing that strikes me, and I wrote a post about this, it went viral last week, I said that the AI factory is the computer, and the thesis was the GPU conversation, the model conversation is over, it's transitioned to Systems, the entire system is producing intelligence. And that's a factory. And all the chip guys are memory first, open ads, making their own chips. So there's so much action at scale. You guys are doing extremely well. Congratulations on CoreWeave. Product positioning, good job. But the value to customers is shining. We're hearing all the AI needed startups. Take us through the most important things in your mind here that people should pay attention to. It's the first annual conference It's busy, it's still insider feel amongst the tech community. Yeah. What's the highlights? I mean, it's super energizing because it's all about the customers.