Brad Gerstner

So that's why I was saying, I don't think there's 1.4 trillion.

I think it's kind of the red herring out there.

I think it's kind of a fake made up number.

It's all of the obligations of all of the deals that have been announced.

And the truth of the matter is only a portion of that is born by open AI.

And I'm certain there's flexibility in all of those deals.

to match the expenses with the revenue side.

But listen, let's deal them in the opposite case, let's just say that all of these revenues start flatlining for Anthropic, for X, for Google, people aren't willing to pay for these products, then our CapEx build out for AI is going to be a lot slower.

Because at the end of the day, there's got to be somebody either in the enterprise or a consumer willing to pay real money to pay back all of this infrastructure build out or it doesn't happen.

Well said.

And hey, just a quick plug here.

We're going to have an amazing holiday party.

Come spend another Christmas with your besties at the All In Holiday Extravaganza.

Yeah.

Thank you.

You got the announcement.

We're burning it down this year.

Joining us on stage, it's going to be a show.

The host of Gil Tony is going to mercilessly roast everyone in Silicon Valley and the besties.

Tony Hinchcliffe is coming to the Bay Area.