Adam Leventhal

But you're right. Maybe it is more telling not just about the present, but also about my present state of mind. Yeah.

But you're right. Maybe it is more telling not just about the present, but also about my present state of mind. Yeah.

No, no, no. That's it.

No, no, no. That's it.

This English as a second language, it's like, look, I can speak English, but I have to actually think in Chinese.

This English as a second language, it's like, look, I can speak English, but I have to actually think in Chinese.

Yeah.

Yeah.

but still in place, not acquired, not sold off.

but still in place, not acquired, not sold off.

It's a very exciting prediction.

It's a very exciting prediction.

I mean, you were likening the intel to the Nazis. So my prediction, maybe a part of that is- I was likening intel to 1933 Germany.

I mean, you were likening the intel to the Nazis. So my prediction, maybe a part of that is- I was likening intel to 1933 Germany.

Um, I predict a chips crisis. So a confluence of things here, uh, shortages may be due to geopolitics, to tariffs, to natural disasters, perhaps, um, to certainly Intel and their, their Weimar, um, leanings or whatever, their inability to execute.

Um, I predict a chips crisis. So a confluence of things here, uh, shortages may be due to geopolitics, to tariffs, to natural disasters, perhaps, um, to certainly Intel and their, their Weimar, um, leanings or whatever, their inability to execute.

But all of this culminates in chips being incredibly scarce, failures of batches, yield problems maybe not necessarily due to the fabs, but perhaps to the designs. But all of this leading to a real shortage, even more extreme to the point where Only, you know, the chosen few are able to get access to all of the chips that they're interested in.

But all of this culminates in chips being incredibly scarce, failures of batches, yield problems maybe not necessarily due to the fabs, but perhaps to the designs. But all of this leading to a real shortage, even more extreme to the point where Only, you know, the chosen few are able to get access to all of the chips that they're interested in.

And this impacts consumers, it impacts all kinds of devices and certainly impacts kind of the kinds of servers and devices that we're used to attaining.

And this impacts consumers, it impacts all kinds of devices and certainly impacts kind of the kinds of servers and devices that we're used to attaining.