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Ross Sandler

Ross Sandler

Sep 21, 2026

5:15
From a growth rate perspective, does this mean lower growth rates or slower growth rates off a highly accelerated pace? How do you see this all playing out as we pace the frontier for these AI labs?
5:27
Yeah, I think the revenue growth shouldn't be impacted at all, really, in the near term, because most of what's happening, like there's the training process, which is like, you know, these models that are doing these, you know, these breaches were sort of things that have yet to be released.
5:43
The ones that are out in the wild, which would be an open AIs case, Astra, which is like their GPT-6, in Anthropix case, Fable 5.
5:52
These are kind of 5.1.
5:54
These are sort of the state of the art models that are out there.
5:57
And those are mostly like pretty locked down.
5:59
And, you know, us as the end user are kind of going about our business and kind of using these products.
9:23
Does this change the pacing of that in your eyes in any way?

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