Our general theory of the case is that, in the not so distant future, inference will be the second largest opex line item for most companies (behind headcount) and that sourcing, measuring, and governing those tokens is a massive horizontal opportunity.

We will inevitably expand into adjacencies because we like building things and experimenting and we have a lot of people with great taste who are likely to ship cool things that customers want to use!

Edit: also - THANK YOU!