>> There's a really interesting question about whether this is going in the direction of a commodity. Like is intelligence going to be a a pure fungible commodity like rate of oil or something? >> Intelligence itself, I would say yes. >> So what is not going to be? >> Compute fleet. You know, like the scale of the compute fleet, the ability to make more compute. I think that's like a very durable advantage. Even if the product itself is not, because you know, Codex can write any piece of software you want. The workflows, the integrations, the sort of like complex processes, the ability for teams to
Like is intelligence going to be a a pure fungible commodity like rate of oil or something?