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00:00 Julie
I got to ask you Paul about these reports that Amazon is in talks to invest 50 billion dollars in open AI. So I mean it feels almost like another day, another one of these investments. We haven’t had as many this year. So what do you make of that?
00:19 Paul
You know, I really hope it happens because I formerly cover the Neo clouds and other AI infrastructure builders and it is critical whether it through be a big private round or even an IPO later in 26 that Open AI raises equity and a lot of it because so much of this ecosystem, Julie is dependent upon the spending intentions of Open AI, 1.4 trillion in only four years. Well, they’re going to need to raise a lot of equity. So I hope this happens. I think the recent equity raise which was very successful by Anthropic makes me feel better about it. But I hope uh this works because man, a lot of folks are dependent on Open AI raising equity.
00:58 Julie
So this is interesting though that you you say you hope it happens for the sake of Open AI and the neo clouds, not necessarily for Amazon. I mean, is this a is this a good idea for Amazon to be doing?
01:08 Paul
I think so. It depends on the uh terms, right? Um that’s always the details, but you know, do they lock in Amazon Web services uh capacity? Do they have another opportunity even besides that working with Open AI to monetize their own AI intentions. I would think that it could be a good deal for both sides, but I think it’s particularly important for Open AI.