“We are planning for what we would need two to three years out… we use demand signals, committed revenue opportunities, and internal evals to plan compute”

“He’s carefully characterized… the signals coming out of the speech planning areas… transforming those signals into electrical signals so the person can talk through a computer.”

“…the plan sponsor owns the data. The plan sponsor must have access to the data… they’ve signed the rights away when they signed the contract.”

“High inventories have been high for four or five years… demand is actually building out with demand versus building out ahead of demand.”

“I would rather go with six months ahead planning… rather than just bulk loading a lot of columns.”