Brad Gerstner

And so, you know,

I think Sam's in his head saying, I believe, and he says multiple times on the pod, we're gonna have revenues in excess of $100 billion.

And the 1.4 trillion, it's super important to remember, this is over a period of five or six years.

I estimate about half of that spending is going to be borne by the partners.

So now we're talking $700 billion in spending.

Spread that over five or six years.

In the out years, you're probably talking about $150 billion of CapEx to OpenAI.

So he's probably sitting there saying, and he said, we're going to have over $100 billion of revenue.

So if we have $150 billion of revenue and $150 billion in CapEx, now it begins to pencil out a little bit more.

But importantly, he said,

And if we don't have those revenues, we've got to match our revenues to our expenses, right?

I think they will just extend, recut the deals in order to make those expenses doable for the company.

Yeah.

Yeah.

I think I was brilliantly said by David, listen, it's a national imperative that we accelerate the build out of AI infrastructure across the country.

I've said before, the $4 trillion that Jensen Huang has estimated will be built out over the next five years is 10 times the size of the Manhattan Project that was totally federally funded.

Okay, and this is all being privately funded.

But it wouldn't be possible without the government, Secretary Wright, others, Burgum, et cetera, clearing out of the way the regulatory hurdles.

You heard on the same pod that power is really the gating issue here.

And so it's been amazing to see what the federal government is doing.