Because of pressure from open source, frontier AI deployers need both the best model and the fastest deployment to maximize reasoning performed in the shortest time.

“batch you know otherwise we'd all be using chemi models all the time and so as you do have this pressure from behind from open source you know it does become clearly even more important for folks that want to deploy at the frontier to have every aspect of what that means so the best model waits but also then the fastest deployment so you can do the most reasoning in the in the shortest amount of time and so I think this kind of premium end of the chip space where you're up”