I just had the most incredible discussion with @romanchernin @nebiusai. Three insane takeaways from the conversation: 1. If we had 10x the compute capacity, we could sell it immediately/ very quickly. 2. Open models will actually be better than frontier models for specific and niche use cases. Open isn’t just about being cheaper, many will be better. 3. Customer diversification is crucial. Two companies being majority of revenue is good for no-one. A full-stack company increases revenue…