A company’s durable revenue depends on its offered intelligence density, available compute, and organizational trust.

“anyone wins in this is by well it's how much revenue right are you how much durable revenue are you generating and the formula is um what intelligence density are you able to offer times how much compute do you have times how much trust do you have with organizations that they would want to work with you basically how good are you at solving their problems and because something that's interesting about this market that”