David George and Gavin Baker on why AI demand is just getting started, and the numbers they're seeing across power users: David: "If you actually look at the power law of the actual engineers in those companies, the highest-spending engineers are spending 10 or sometimes 100x more than the median engineer." "And so there's this question of, where are we at in diffusion? There's one and a half billion knowledge workers. It feels like we're nowhere on the demand side and we're massively supply…