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Let me be provocative here. If these guys end the year over a hundred billion, I think that they're on a
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revenue trajectory that they could three to five X again next year. We've never seen anything like this. Never.
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>> a hundred to three hundred, a hundred to four hundred. >> and Jason, like you and I have talked about this.
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Our minds were blown if a company could go from 100 million to 300 million. We're talking from a
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hundred billion to 300 billion. 200 billion of incremental revenue is incomprehensible in the history of
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Silicon Valley, okay? And just the fact that we're even in that >> the world. >> Yeah, in the history of the world. The
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fact that we're even talking anywhere close to this tells us something different is going on here. I think the
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thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world.
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These guys are penetrating it. So, yes, the super sophisticated companies that 80 90 and Chamath are helping optimize
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their token spend that are early adopters. 100% that's occurring, but it's not really changing the trajectory
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that the frontier labs are on.