Chamath Palihapitiya

I had my team at 89.

I had my team at 89.

We redid our cost model and now we have that as a line item when we think about fully burdened

We redid our cost model and now we have that as a line item when we think about fully burdened

cost of employees, we now factor that in because we're at a place where some of our engineers are just racking up ginormous bills.

cost of employees, we now factor that in because we're at a place where some of our engineers are just racking up ginormous bills.

And then separately, just general runs that we do for general purpose stuff that we need to just run our product, it's so expensive.

And then separately, just general runs that we do for general purpose stuff that we need to just run our product, it's so expensive.

So I am waiting with bated breath for what Zach said, which is like, we need an explosion in the capacity that's available, because I do think that the silicon solutions are coming that will cut the cost, but we need

So I am waiting with bated breath for what Zach said, which is like, we need an explosion in the capacity that's available, because I do think that the silicon solutions are coming that will cut the cost, but we need

a large block of land power shell ready to then turn all of this stuff on so that we can actually take advantage of it.

a large block of land power shell ready to then turn all of this stuff on so that we can actually take advantage of it.

Can I tee this up for you, J. Cal?

Can I tee this up for you, J. Cal?

So I went back this weekend and I looked at the number of data centers that have faced local opposition and whether there were patterns.

So I went back this weekend and I looked at the number of data centers that have faced local opposition and whether there were patterns.

And I posted it on X, so Nick, maybe you can put this up.

And I posted it on X, so Nick, maybe you can put this up.

But it was really a very small...

But it was really a very small...