Brad Gerstner

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.

I thought that was so cool.

It's a great pivot.

What this company did originally, Chamath, was they did the power panel.

They made smart power panels.

So, you know, when you flip your breakers, all those breakers are in an app.