Transcript

Because I don't know anyone my investors in the markets who can tell me what will be the cost of I3 years from now, but even six months from now. So of course it's a concern, it's a concern for the CFO, but it's a concern for everyone in terms of value equation that's discussed. So we are just transitioning to a world where we were focusing on adoption and now we are moving to do a world of value creation. And I think that the way to frame that little by little, I think that we will consider. Agents a bit like employees. So when you look at employees, you wouldn't tolerate 2 employees doing exactly the same thing As of today. In my organization, I have tons of agents doing exactly the same thing. And we don't see really the cost right now, but we will see in the future. So we need to prepare a bit the organization thinking like that. And we if we speak more specifically about software developments, I think in 2025 even train 26, I wouldn't say it's, it's not a topic, but. Last year, the the share of wallet of the cost of AI compared to the wages of the software developers, it was 2% at Arisha. This year it will be 5%. But I have software developers who consume 4050%. So we know the charge trajectory and we know that these models were subsidized. So it's a big concern thinking about OK, we know that the value is behind, but we need to move from adoption to value creation. And I think it's clearly we are on it. But it's difficult because we are not mastering the cost side of the model. So we just need to make sure that everyone has understood, understood it. And the way we are working on it at Orisha is that now we try to put discipline in a way we are using Agentic. So even for the software developer, he should know day by day and and it's not because you consume 40% of your wages on the high that you consume well. So it's also another topic.