Anthony Pompliano

Now, the question becomes, if we continue down this path and we do get GDP growing, we do keep inflation relatively low, and we're addressing the trade deficit, what happens in the market, right?

You talked a little bit about the S&P underperforming, but if I'm sitting as an investor, do I need to address anything in my portfolio?

Do I need to change anything if that is the scenario that plays out?

So before we get into this chip thing, I think just let's help people understand what's happening, both in terms of the chips themselves and then this like rollout.

So right now there are the majority of chips generally are these hopper based chips.

Then you have Blackwell's, which maybe we use a car analogy.

Exactly.

You know, you can start with a Honda.

And then you kind of get upgraded a little bit more.

Maybe you've got a little bit of a nicer, maybe a Porsche.

Yep.

And then there's the promise or what was announced recently of, you know, the like most amazing one of one Ferrari that eventually will come out as well.

And that transition.

You're saying 80% is Hopper, kind of the current majority version.

And the Blackwells, as they're rolling out, what is the efficiency gain just in that iteration change?

So it cuts it in half.

90% reduction.

From the current version to what is, I guess, going to come out in 2027.

Now he is, I think, I don't know if it started as a joke or not, but he's now starting to talk about data centers in space.

And it wouldn't be believable unless he's already got, you know, 9 million subscribers to Starlink and he's beaming the internet down from the sky.