Brad Gerstner

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.

We're going to have the same great stuff we always do.

Casino nights, poker, DJs, open bar, food, cocktails.

That's what we're going to do.

It's going to be the four of us.

People are going to come up and do a set.