Some companies are recklessly investing in compute without careful consideration of risks, while others prioritize responsible scaling.
I get the impression that some of the other companies have not written down the spreadsheet, that they don't really understand the risks they're taking. They're just doing stuff because it sounds cool. We've thought carefully about it. We're an enterprise business. Therefore, we can rely more on revenue. It's less fickle than consumer. We have better margins, which is the buffer between buying too much and buying too little.