Brad Gerstner

What could he build inside the Powerwall?

What if the Powerwalls had his new fabs in them, and you built a distributed system from home to home, the Powerwall has compute in it, the cars have compute in it.

And of course,

The ultimate manifestation of this where nobody can complain is you go right out into space.

And that's what he's gonna do.

And the sneaky small part of this announcement from Elon and from Anthropic and Dario was they're also interested in space.

So look for the race to go from factories and data centers

to homes, the Powerwall with compute in it, it's already online, right?

And Starlink also gives them the ability to do distributed compute to people's homes.

Again, you could be paying people to put Powerwalls with compute in it.

That's going to be the next shoe to drop, I believe.

Did you guys see the deal that was announced yesterday between Pulte Homes, which is a huge builder?

Yes, they're doing it as well.

And Span?

Yes.

Nick, just throw this up here.

It's super cool.

What's happening is that these guys...

are putting many data centers with NVIDIA GPU clusters beside every home and then allowing people to actually run those things.

And that's just incredible.