Brad Gerstner

I think he's had three or four of these nights now in San Francisco to take these people off the street following a mayor that wouldn't even arrest people and no prosecutions because he understands as a Democrat

What citizens expect first is safety.

They want the ability to walk their kids to school, to walk to dinner, to play in a park, and not have to worry about being safe.

So I think, you know, I would build on what Chema said.

I think the smart Democrats are realizing this is a bipartisan issue.

This is what people want.

It's not inconsistent with what, you know, Presidents Obama and Clinton did in their administrations in terms of deportations.

And so I don't think this is the hill that they want to die on.

J. Cal, I'd love to hear your thoughts on what's going on with these deportations.

Yeah.

And maybe before we get into round tripping and circular revenues, which I do want to hit, I think it's super important that we talk about that.

Let's just break down the deal a little bit because there's a lot going on.

And I think it's important we put context around it.

So first, this is a bet the farm bet by Lisa Sue.

right?

She's given away 10% of the company if the compute gets deployed.

She said a couple of weeks ago, we're in year two of 10 of a compute build out across the country.

So I have a couple of charts here.

Why would she make a bet the farm bet, Jason, right?

That's an important question.