Andy Halliday

Sorry, real estate agents.

You know, AI is coming for you too.

Hey, question for you, Brian.

What happens to the Gators?

Remember we had that conversation in Tampa.

It's like, there's Gators everywhere.

In the winter, are they still hanging around?

Yeah, of course.

But we have a couple of things.

Yeah.

Patagonia.

Part of my Thanksgiving holiday prep here.

I'm trying to shift us slowly, but surely toward Thursday into the mood.

yeah i do um so you know we we're going to talk about the model wars but there's also the chip wars out there and one of the things that happened literally overnight uh you know and surfaced in the news feeds this morning is that meta

is in discussions with Google to use their TPUs, Tensor Processing Units, in their data centers.

And so this overnight in the pre-market caused Nvidia's stock to drop by 4%.

because, you know, the assumptions behind Nvidia's very high valuations, which have really tempered, it had been as high as 207, 208, I think, you know, just weeks ago.

And now it's down in the 170s probably at this point with that 4% drop.

I haven't looked at the price I'm afraid to this morning.

But anyway, the chip wars are underway.