Chamath Palihapitiya

It's obviously farcical.

I think sometimes people get caught up in Moore's law or in just how fast our industry is growing and that there's so much at stake that big companies are demanding the most recent products

That doesn't mean that the lifespan has gotten shorter.

It means the opportunity and the surface area of the opportunity has gotten much larger.

And yeah, I mean, rendering comes to mind as well.

Or yeah, we're making images on nano banana.

Like there will be a use for it.

There is a moment in time where maybe the compute to power ratio doesn't make sense.

Yeah.

The energy cost is the opportunity because, hey, we need that space.

There's a better reward here.

And that might get resold, that hardware, to somebody else who wants it, a hobbyist or something.

There's competition now.

When you were buying these from Jensen back in the day, yeah, you could buy them and have them shipped, I would assume, within 30 days or less.

Nowadays, what's the wait like even for you, a loyal old customer?

And is there a bit of a battle?

Is there politics to who gets the servers?

You see some very big names talking about they got to get an allocation.

Is it still a little bit crazy?

What's it like to be in that category, having to buy something everybody wants?