Brad Gerstner

I hear it every day on CNBC and Bloomberg.

And I think it goes to, you know, some of these questions around, you know, shortages leading to a glut that they don't believe.

They say, okay, we'll give you credit for 26, but 27, you know, maybe we'll have too much and you're not going to need that.

But it is interesting to me.

And I think it's important to point out

that your consensus forecast is that this won't happen, right?

And we also put together a forecast for the company, taking into account all of these numbers.

And what it shows me is still, even though we're two and a half years into the age of AI, a massive divergence of belief.

between what we hear Sam Altman saying, you saying, Sundar saying, Satya saying, and what Wall Street still believes.

And, you know, again, you're comfortable with that.

And because that may be four billion people on the planet today if you take TikTok, Meta into account, Google into account, who are already demanding workloads that are driven by accelerated computing.

Embedded in this assumption, I find it very fascinating in a historical context.

For 2,000 years, basically, GDP did not grow.

Okay, and then we get the industrial revolution, GDP accelerates.

We get the digital revolution, GDP accelerates.

And basically what you're saying, and Scott Besson has said it.

He said, I think we're gonna have 4% GDP growth next year.

Basically what you're saying is the world's GDP growth is going to accelerate because now we are giving the world billions of coworkers that will do work for us.

And if GDP is an amount of output for a fixed amount of labor and capital,

It has to accelerate.