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I think it's ROI positive. Well, it depends what you mean by ROI positive. I think there's a lot of investment in the world.

If you think globally, I think it's ROI positive now. I think the question is when does it become more evenly distributed? Look, I think the hardest question of that, honestly, is for the model. I think that's the single hardest question.

If you think globally, I think it's ROI positive now. I think the question is when does it become more evenly distributed? Look, I think the hardest question of that, honestly, is for the model. I think that's the single hardest question.

If you think globally, I think it's ROI positive now. I think the question is when does it become more evenly distributed? Look, I think the hardest question of that, honestly, is for the model. I think that's the single hardest question.

I actually think it very quickly today, or if not today, very soon, is going to be ROI positive for the broad swath of customers using AI and building it in, right? Banks and insurance companies and pharmaceuticals and others like that. You can make that ROI positive story today, and I think it will continue to get better.

I actually think it very quickly today, or if not today, very soon, is going to be ROI positive for the broad swath of customers using AI and building it in, right? Banks and insurance companies and pharmaceuticals and others like that. You can make that ROI positive story today, and I think it will continue to get better.

I actually think it very quickly today, or if not today, very soon, is going to be ROI positive for the broad swath of customers using AI and building it in, right? Banks and insurance companies and pharmaceuticals and others like that. You can make that ROI positive story today, and I think it will continue to get better.

And I think for infrastructure providers like NVIDIA, of course, it's very ROI positive. The question is when does the folks that are making the most huge investments are the ones that are building foundational models from a software perspective and then reselling those foundational models? It's a good question.

And I think for infrastructure providers like NVIDIA, of course, it's very ROI positive. The question is when does the folks that are making the most huge investments are the ones that are building foundational models from a software perspective and then reselling those foundational models? It's a good question.

And I think for infrastructure providers like NVIDIA, of course, it's very ROI positive. The question is when does the folks that are making the most huge investments are the ones that are building foundational models from a software perspective and then reselling those foundational models? It's a good question.

I don't know the answer to that of when that investment fully pays off for an open AI or an anthropic or a I think Amazon and Google probably have a different math of when you can make those pay off because you get kind of an internal usage of them from your own use. I don't know that, but there's a lot of smart people continuing to put investment in a broad swath of AI companies.

I don't know the answer to that of when that investment fully pays off for an open AI or an anthropic or a I think Amazon and Google probably have a different math of when you can make those pay off because you get kind of an internal usage of them from your own use. I don't know that, but there's a lot of smart people continuing to put investment in a broad swath of AI companies.

I don't know the answer to that of when that investment fully pays off for an open AI or an anthropic or a I think Amazon and Google probably have a different math of when you can make those pay off because you get kind of an internal usage of them from your own use. I don't know that, but there's a lot of smart people continuing to put investment in a broad swath of AI companies.

And you have to believe, which we do, that there is a massive economic benefit from many of these AI capabilities that are orders of magnitude bigger. And I do think it really does play into that math equation. As inference gets cheaper and more capable, that there are multiple orders of magnitude more inference to be done.

And you have to believe, which we do, that there is a massive economic benefit from many of these AI capabilities that are orders of magnitude bigger. And I do think it really does play into that math equation. As inference gets cheaper and more capable, that there are multiple orders of magnitude more inference to be done.

And you have to believe, which we do, that there is a massive economic benefit from many of these AI capabilities that are orders of magnitude bigger. And I do think it really does play into that math equation. As inference gets cheaper and more capable, that there are multiple orders of magnitude more inference to be done.

And that is kind of when it ultimately starts to pay off, I think, for a lot of those model providers and in a huge, massive way.

And that is kind of when it ultimately starts to pay off, I think, for a lot of those model providers and in a huge, massive way.

And that is kind of when it ultimately starts to pay off, I think, for a lot of those model providers and in a huge, massive way.

That's a good question. I don't know that there was any one product that I got excited about. The first product that I ever used that said, hey, I think this is real is just like everybody else. I think ChatGPT was just a transformational product. It was a great UI and it really unlocked for everyone what was possible.