Seriously, this is the most tone deaf COO all hands that I've ever seen. I can not believe how out of touch ML and "Pat on the back" lady are.
Gebus X krist that was about that worst all hands call I have ever had the displeasure to be on.
Also why the he-l are we chasing AI whales, when we should be targeting enterprises? Enterprises will not be building training clusters, but guess what - they still need networking equipment. What the he-l is going on, nothing makes sense anymore?!