Anthony Scilipoti

And today, now let's look at the accounting today.

NVIDIA would make that investment in CoreWeave.

It's such a small, meaningless dollar amount.

to the balance sheet of NVIDIA, that the amount of disclosure is irrelevant.

It's a related party.

Now, we only own 5%, so that's not material to NVIDIA.

And the dollar amount to NVIDIA's total balance sheet is also immaterial.

So it doesn't matter.

But if this is happening over hundreds of transactions, where it's making investments like this in its own customers, then what ends up happening if all of a sudden it runs out of the ability to get cash or the customers end up having problems selling services with the chips that it buys?

then kind of things start to fall apart.

Again, it is fantastic business savvy.

If I'm trying to create a new paradigm, which is AI, then in order to foster that paradigm,

I need to invest in it as the key player in it.

And what ends up happening?

If you see that my name as a key investor and a leader in this industry is making an investment in this company, well, then what does everybody else do?

Warren Buffett tells you he's buying something.

What does everybody do?

They go buy it.

Well, if NVIDIA is buying something, what do all the private equity firms do looking around?

Well, that's a good one.