Stuart quotes CFO Noemie Heuland:Our internal AI and token cost today is actively governed. And I'm pretty proud of what we've implemented if I listened to some of my peers and the different noise around token cost explosion.We're not in that fact pattern at all here. But it's a mistake to assign all the model cost innovation to Chinese models, and then downplay that by citing geopolitical risks. Model cost innovations will emerge from North America too - for just one example, see AWS in the next section. I will quibble, however, with one of Kolsky's assertions: that due to LLMs, expertise is now a commodity.