WEBVTT

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Hi, Vlad.

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Hi, Vaishali.

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Good to see you again.

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Great to see you again in Davos.

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You're so experienced here.

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How does it feel this year
compared to the others?

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Well, it's a typical Davos.

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I think I've now learned to make
the most of it, which is some

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really good one-on-one sessions
with leaders.

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Also getting to hear just a
broad set of perspectives on a

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whole bunch of issues, and then
of course for me the highlight:

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catching up with friends.

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But I have to say that beyond
GenAI,

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which everybody is talking
about, one thing I did want to

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ask you about Davos this year
is, how do you think about

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partnerships in the GenAI

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space?

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It's such a critical question
and we collectively are going to

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be doubling down on that. As you
know better than anyone, so many

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different technical components
right now that someone needs to

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think through the trade-offs and
feel, figure out how do they

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come together and be that both
glue and the coordinator of it all.

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So they're gonna be increasingly
more important, and our role in

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pulling it all together, and
then bringing the deployment

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will just increase
exponentially.

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Absolutely.

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So what you're saying is that
the tech is good, so infra is

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good, data is good, but in the
end you have to drive value and

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that is the value that we can
bring and others can bring to

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add to the tech partnerships.
Correct.

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And it's like in a few different
angles.

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One is helping the tech firms
really understand the business

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questions and where the value
will be unlocked so they can

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deploy technology in the right
amounts where it matters.

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And at the same time to the
companies trying to deploy it to

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know that how to think through
the pros and cons and how to

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also stitch different components
together.

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So this will be a year of
doubling down on that.

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Absolutely.

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And I guess one last thought
that at least I hear a lot of my

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clients ask me which is, as they
think about partnerships, are

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they talking on 'build' versus
'buy'?

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And in this case, of course we
are 'buy'.

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We are in partnerships and in
'buy' is it like one, is it

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many, is it commercial, is it a
lock-in? Any last thoughts?

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Answer is yes, right, to all of
them and that's what makes it,

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to me, extremely energizing, but
also complex, right?

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Someone needs to think through
all of these moves and you will

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have companies that will be
doing all of that, right?

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So building the muscle to think
through it all is critical.

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Thank you, Vlad.

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Much appreciate the insights and
have a great remaining Davos.

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Thank you, to you as well.

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Always great to team.