Alex Kretzschmar

There's a whole bunch of levers that Sam Altman and people at his level can pull to monetize that they aren't doing right now.

Just the whole space doesn't, long-term at the moment, doesn't add up because the energy requirements to power it are just so vast.

I mean, they're spinning up nuclear power stations to power this stuff.

We're seeing that we can't manufacture enough NAND chips.

We're seeing that it's just bonkers.

It doesn't add up long-term, but...

Yeah, yeah.

So the little black chips on your RAM sticks, those are NAND flash chips.

They go on M.2 SSDs.

They go on...

RAM sticks, they go, they go everywhere in everything, like everything, literally everything that has a electronics in it has some kind of NAND flash storage somewhere on it.

And so it's going to affect regular people really soon.

Yes.

Just building the Kubernetes cluster a couple of weeks ago.

It's just tricky.

RAM on the new chips, it's very sensitive to the timing.

Yeah.

It's tough.

Like, um,

I mean, you should have everything like even daft stuff that you don't even think needs Ram or needs a NAND chip in it, like in your car, you know, new cars, they're probably expensive enough to absorb a few hundred dollars here, a few hundred dollars there, but stuff like, I don't know, a coffee pot, the smart coffee pot will have a NAND chip in it.