Todays tweet substituted by a CNBC clip. 1. Don't over index on picking winners. Focus on how to deliver value to the enterprise. 2. Different horses for different courses I still want frontier LLM for drug discovery and cures. Maybe a task model to deflect customer service calls. 3. There is a constant funding gap till cash from ebitda and capex cross over, how much capacity does the market have, and who will it fund will be the uncertainty ahead, but winners and hyperscalers will continue to be funded. 4. There is infinite demand for AI. Which is always the holy grail, with infinite demand "if you build it they will come". 5. The orchestration layer will be built, there are many efforts out there - don't fall into the DIY trap, see how the market evolves, in the meantime focus on building your tribal knowledge and context which are specific to your business.