Large AI players will continue to need diverse compute supply because compute is existential to them.

“you know behaviour where really everybody who is deploying at scale is kind of trying to deploy as many separate platforms as they can I think one thing that will remain the case is that there will be a real need for kind of a diversity of supply as something like compute becomes so existential to these players there's a bit of a joke today that the sort of first party efforts their primary purpose”