Computer security

Thus, whilst some evals show a very large jump in their reported scores, we attribute this mostly to our safety training, rather than to changes in the model's capabilities.

Cybersecurity capability is critical.

I cannot argue with this classification in light of everything we know.

Astra represents a significant increase in cybersecurity capabilities compared to GPT-5.6 Sol.

I feel like we learned a lot, and in summary, we, we expect demand for AI infrastructure to well exceed supply for at least the next couple of years.

Cybersecurity i- is seeing some very real AI tailwinds, and SaaS apps are, are likely more durable than at least a lot of the more bearish software narratives out there.

Yeah, there's a lot to unpack there.

I mean, the, the demand outstripping supply theme I think is something we'll probably discuss quite a bit today.

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Without sponsors, we could not do what we do for the MSP community.

I think there's a lot of unknown unknowns for people, but you can definitely take a look at what categories of technology are booming.

Sub-security and AI, you can't go wrong with, but there's also very, very strong niche players or emerging disruptors like AI being applied to niches being healthcare or legal is like the big ones and then of course you can't go wrong with like the platform players or what we like to build a frameworks around which is like critical mission critical software which can be like selling a must-have not a nice to have taking that more practically though you can also profile the tech companies by understanding are they growing you can run public searches especially if they're like public companies or if they're private have they recently raised funding and just looking to right size that For public companies, knowing if they're growing 20, 30% year on year plus, and there's good headcount growth, and there's a lot of customer love, you can look for that.

And then if it's like a private company, funding rounds, are they above 50 mil ARR, 100 mil ARR, and are they showing hiring signals and big growth? And just knowing that it's like a really critical area of technology that businesses need to invest in and ultimately drive outcomes for the business, whether that's reducing cost, reducing risk, increasing revenue, increasing productivity.

Yeah.

This is where I think AI can generally help.

And I don't mean replacing your service desk with a chatbot and putting an AI logo on the website.

Start with something less, less ambitious.

Build a really good level zero.