00:00Microsoft, when it comes, this is, we're going to be talking about four trillion, eventually five trillion, because it's in their backyard in terms of AI. I think this, when I look at the stack, the AI stack, commercial cloud growth, I think it's going to continue to massively accelerate. We're seeing more and more Microsoft customers go full in on the stack.
00:21And that's something where only 20% of Microsoft today is what I view as cloud, next-gen cloud, next-gen AI. As that becomes 50, 60%, and that's really a whole revaluation that's going to happen in the name. 600, I ultimately think is probably conservative.
