a lot of people ask why we don't manage our own GPUs people imagine that when your company gets bigger you automatically bring more things in house but there has been a lot of capital thrown at companies building inference with the expectation that the world will need a lot of it (and it's not easy at all) these companies cannot serve openai or anthropic models so they're looking for open source/private model workloads and the risk of under-building is way worse than over-building so at some point it's likely there will be too much supply we have a real shot at being these companies' biggest customer given how much volume we're already doing and this is an amazing position to be in