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Mike Maniscalco

Oct 14, 2026

14:22
[laughs]
14:22
But I nailed them all.
14:23
So where customers are seeing the most pain today, it really is around access, speed, and cost.
14:31
It's those three variables, and that's what we're trying to optimize for constantly.
14:34
And the way I, I like to explain this when I have the conversations with our investors and our investor base is there are, I think, three big rights to play in this space, and that is, do you have access to the power, land power shell and compute through your partners and supply chain? Are you able to finance that? Because this is a CapEx intensive business, as, as you all know.
14:56
And three, do you have the team that can actually deliver it and, and operate that at scale? And if you can get those three things, which aren't easy, that is the right to play, and that solves the customer pain today.
15:06
We do think that the FACTS model with the flexibility is something that's helping us win.
18:23
Like, walk me through that process.

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