Yeah, more or less. Being in the application space as well as the inference space hedges a variety of risks, that inference margins will squeeze, that competition will continue to increase, etc etc.
Yea and if you look at all of the job openings they have right now, they are mostly in the “applied AI” space which is a very different thing from what they have been doing altogether. This is mostly generic enterprise development which is how they will try to become profitable