Cj Desai

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Well, I mean, so he's poached the now former CEO of MongoDB, CJ Desai, which was, you know, was a...

It's pretty crazy that you could just hire the CEO of a major public enterprise software company and just say, come do the same thing for me.

MongoDB shareholders were very upset about that.

But he's tasked him now with building basically an enterprise software-like business using MongoDB.

you know, is designed to allow them to focus on potential acquisitions, partly for hiring for employee comp.

We saw CJ Desai hired from MongoDB and also to fund CapEx.

So it's multipurpose.

And we do think this is going to be an overhang on the stock through until we see that capital raise actually occur.

Meta has said, "We're doing personal super intelligence." They've also unveiled a coding agent.

They've also, uh, you know, they've hired, um, CJ Desai from MongoDB.

So do you think that they will effectively be able to carve out niches in both in enterprise and consumer, or do you think based on what they've released, that it's likely we still, um, that they get pigeonholed into one of these categories?

I think over time I can see there's significant enterprise adoption of the Meta Muse Spark models.