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Meta probably has a fear that, or I should say, they see an opportunity having their own chips. What's the opportunity there? I think they're probably opportunistic. Hey, we have this data. If we have these chips, we can save money. So, sure, we're backing up the Brinks truck. I think they're one of the biggest customers of NVIDIA. But, you know, hey, this gives them a little bit of a hedge. Hey, you know, if we have to negotiate prices with NVIDIA, you know, we do have some of our own chips bei
and then meta and then Databricks. Uh, and there's another one we'll bring up mistral as well today. Uh, the, these, these folks are fully open, uh, commercial use case is different. The commercial use, uh, differs based on their licenses, but in general, they're sharing everything and we're seeing really fast innovation.
Microsoft is kind of on this unique straddle there. They're open sourcing lots of unique pieces of content, uh, the additional frameworks that you need around, um, uh, like LLMs, but they're gone all in with open AI.