Joseph Carlson: a call under review

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customer base, they're not reliant on a few companies performing. Out of the million customers that Google Cloud has, if just one of them grows to substantial scale, which there is a huge chance that out of a million, one will do really well, that customer growth will happen in the Google umbrella. It'll be very unlikely that they'll leave for a different operator, especially as Google grows their tools and their suite. So, most of these customers that start on Google will end up growing on this platform. And I see that as more predictable, steady growth over time. I don't think we're going to have any outlandish quarters by Google. I don't think we're going to have one where they grow 40% or 50%. But I think you're going to see steady growth predictably for a very long period of time. And with Amazon, I see the same thing. Having four plus million companies growing on your cloud is like having four plus million call options. If a handful of them do incredibly well and they turn into the next open AI, you have that company already under your umbrella. And organically all these companies should grow as all the things Larry is saying turns true. Larry is saying that AI inferencing will run

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