Wait, it fell from 140% growth to 45% growth and that's a good thing? If they fall to 15% growth in Q4, will that be even better? Where are we supposed to be on the adoption curve?

> When does it stop?

Roughly a week after Dario has rung the bell. Note that the growth in absolute sense hasn't peaked yet but the curve itself is already flattening and everybody with some sense for stock prices will read that as a very relevant signal.

The party that wins here is NV, Anthropic, not so much. But that's good then Dario and his sister can go back to improving the world. Let's hope they take Altman with them.

Now, hence IPO.