Transcript
Transcript
Transcript
How big of a deal was writing a a $1 billion check back then? I mean, it’s a big company, Microsoft, we think it makes revenues around a billion dollars of business day. Was it one day of work for you or was it, or was it, you know, weeks of negotiation? Seriously, did you build memos like where you build an Excel sheets? Like what were you thinking? Even at Microsoft, you kind of got to have to get a board approval, just go throw a billion dollars out of there. But I must say it was not that hard to convince. Anyone that this is an important area and it’s going to be risky. Like, I mean, in retrospect, I mean, who’d have thought, Hey, I didn’t put in that, you know, billion dollars saying, ohh, yeah, this is going to be a lot of 100 bagger, right? I mean, that’s not like what was going through your head, which this is a partnership that I mean, by the way, remember this is a nonprofit, right? And I think, you know, Billy even said, yeah, you’re going to burn this billion dollars, right? And yeah, we kind of had a little bit of high risk tolerance. And we said we want to go and give this a shot. And then of course, we subsequently, you know, we here we are at GitHub universe. In fact, this is probably the place where that billion to 10 billion happened. Mustafa is built a world class team, right? You know, Karan, Amar, Nando, these are, I mean, we have now three cool models, whether it’s speech or image or text. And we’re going to continue to innovate. So we’ll write our worst as well. My mindset is all platform, man. Like, hey, on Azure, do you run Windows? Yeah, you run Linux? Yeah, you run SQL Server. And you love postgresabsolutely.net Java. Yeah, yeah, yeah. Hey, I’m happy with open AI and would love to have Anthropic. May I drop anyone if Google wants to put Gemini on Azure? Yeah, please do so if somebody’s pursuing a career in tech, is becoming a great deals guy or deal maker, like an important path now. Yeah, I was just thinking about it, man, like which is, yeah, you have this great investment and it has great return and no, carry all, all the value goes to my shareholders. That’s awesome. But maybe we should start. Adventure for. You might. You might do well there. The thing you’re touching on is something that actually platform companies should think about, which is. What’s the ecosystem in stream and downstream? Yeah, yeah, give it a quick head for 27%. Wow, that’s a good hit.