Mei

[Mei @mabelheflying02]

@chamath @AravSrinivas Please simply improve the UI of real time earning call transcripts. I want to enlarge the window and ask questions on it

[Mei @mabelheflying02]

@AravSrinivas @jeffgrimes9 The real time transcripts of earning calls, can we enlarge or pop out the window? A small UI tweek goes a long way

[Mei @mabelheflying02]

@Srasgon ServiceNow?

[Mei @mabelheflying02]

@akramsrazor Cloudflare

[Mei @mabelheflying02]

@_clarktang I am not so sure. Doubao in China is doing 12trn tokens per day today, per a Chinese source. ChatGPT at its global size should be at least similar level. But this 50trn in April only 1.6trn.

[Mei @mabelheflying02]

@_clarktang Do you think these tokens numbers include ChatGPT usage?

[Mei @mabelheflying02]

@eric_seufert Would love to hear your thoughts

[Mei @mabelheflying02]

@RadnorCapital @formula1champ Hon Hai has its own liquid cooling solutions (including CDUs) via its subsidiary. Given Hon Hai likely to have 40-50% market share of GB200 NVL72/36 ODM shares, they would eat into VRT LC share in hyperscalers

[Mei @mabelheflying02]

@fabknowledge But why MU down so little AH? Priced in?

[Mei @mabelheflying02]

@Crussian17 GMS guide better than feared. But if guide is honest, take rate gets lower

[Mei @mabelheflying02]

@LucasOuYang @filipgwriting @ruima @derrickshsu @asianometry Great summary

[Mei @mabelheflying02]

@BucknSF Will Cloudflare full stack Pages compete well against Netlify or Vercel?

[Mei @mabelheflying02]

@adam_janis @Cloudflare Terraform is not a Cloudflare product

[Mei @mabelheflying02]

@SaaScalSiakam @BucknSF @anton_chuvakin @Pfirstbrook Hearing Cybereason is smaller size yet growing slower than S

[Mei @mabelheflying02]

@BucknSF Rule of 40 score not good either

[Mei @mabelheflying02]

@hhhypergrowth @OphirGottlieb @fastly Fastly is not a developer first company

[Mei @mabelheflying02]

@hhhypergrowth Webcast replay of the investor briefing session is available

[Mei @mabelheflying02]

@matt_slotnick @BucknSF @NTYCAPITAL Cloudflare CDN already free

[Mei @mabelheflying02]

@wangtian Let me know when you get it.

[Mei @mabelheflying02]

@spenserskates Current NRR 119% mostly relies on the growth of event volume, right? If layering on new product adoption, how much upside to NRR?