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“In fact, we are biased to the order capacity. We wish them…” — Dwarkesh Podcast at 56:03

“In fact, we are biased to the order capacity. We wish them success. But you know, at this point, I think the industrial logic for what we are trying to do is pretty clear, which is it's not about like chasing, I suppose well, I track by the way your things, whether it's the AWS or the Google and ours,”

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