But we're seeing Anthropic add $15b ARR every month. They're adding 0.34 Salesforce every single month! In 3 months, they add one Salesforce business.

How are we still saying there is no outside money flowing in? Demand is so great that no one has any extra capacity.

And clearly, the more compute we have, the better the results. AI intelligence has not hit a ceiling yet. More compute means more training, more inference, more thinking, more verification, more multi-agent work.