Over the last year, I looked at the

stats this morning, token spend among

ramp customers has grown by 21 times.

>> 21 times?

>> 21 times.

>> Not 21% we're talking about 21 times.

>> That's exactly right. So, many CFOs,

they're often very surprised by the

bill.

>> He's saying something so important there

because

if your engineers are going off randomly

in an unguided system and then just

ripping through million tokens at 56

bucks,

what he's talking about is the eventual

downstream impact to earnings. And that

eventually a bunch of these public

market CFOs are going to show up to Wall

Street and they will have missed

earnings because their OpEx at some

point if things are 21Xing every few

months, somebody's going to miss a

quarter. Eric would not have released

this ramp product unless CFOs were like,

"I can't control the spend."

>> Yes.

>> And then he's like, "Well, here, let me

build it for you." And then if enough

CFOs essentially turn that feature on

and start to rate limit how it's spent

because maybe they're not getting the

ROI and the engineer doesn't care about

ROI. The engineer is like, "I want to

use the latest greatest model."

>> Yeah. Make me better.

>> you don't need it. Maybe Mirror's right

and for 95% of the tasks you should be

at one level lower especially when it

costs 1/100 of the cost. Unless you get

a control of this and you can directly

say how much money you're making, this

is a bridge to nowhere. It is a money

burning furnace.