What?

... demand on their own system, whether that's internal from Meta's own internal workings for AI, the, the digital advertising sector, and how they're using I- They were having to sell all this spare AI compute processing power stuff elsewhere to other companies, because they weren't having enough demand internally.

So I think we also have to look at some of the dynamics about how AI is being used.

These companies are positioning AI as like, "It's gonna change our life." You know, it's important because they've made massive investments.

Google's made big investments.

Microsoft's made big investments.

Mm-hmm.

So this is an interesting debate that's happening, particularly in Europe, um, about, you know, do AI agents ... is, you know, in future, will they need to be observing the same sort of, you know, personal identifiable conditions and s- and privacy conditions, um, that we expect, you know, folks to have to observe around specific users? Because are th- the question is, are they fundamentally substitutable or not? And I think it's too early to know.