how you should look at ai lab economics: can you acquire GPUs and run some software on them and sell it at a profit? how much cheaper does it get at scale? how much can you charge while still growing rapidly? the number here (the reported 80%) is worth understanding in isolation then you can ask is it worth eating some of this margin to grow faster? if we give 20% to channel partners like aws and google is that worth the additional capacity and demand? now separately, there's the question…