Transcript

Give it up for Cesar and Mike. In terms of how we really compete, I think the two main things which were really the founding principles for us were unlocking access to compute extremely quickly and at scale for our customers, that's always what has been driving the company. And we're doing this really in in two ways. The first one is we've realized very quickly that power would become the main constraint. So locking in a lot of power throughout the world, especially in the US, which now gives us a tremendous advantage to be able to deploy large scale capacity throughout the US And 2nd is the speed advantage. Traditional hyperscalers and traditional data center builders are it's got relatively slow and how they operate and suddenly speed is all that matters. So really focusing on that speed element is really our one of our key differentiators. When you say slow, how slow do you mean? Well, you're, you're traditionally talking in an industry that for the last 20 years has has been fully optimizing on cost right where speed was. An element, but it was always secondary to cost. And suddenly the there's a new paradigm shift where all that matters is speed to market. Cost is kind of matters, but within reason. And so suddenly you have to go from customers who are happy to wait from 18 or 24 months to get compute to customers who literally are asking you for gigawatts worth of compute in the next three months. And so It's literally Like a 4X to 8X speed up And so you need to deliver at speed And so that's what I mean is we're really focusing on how do we deliver GW scale capacity literally in six months time.