Chamath Palihapitiya
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And he said, well, they order it and we give it to them in the order in which they order it.
So our approach is- You might get some sovereigns coming in and saying, I'll pay double.
Yeah.
They do that with Ferraris too sometimes.
Yes, these are the Ferraris of computing, right?
In a way, they are.
How does all that debt work?
That is something that you guys specialize in.
corporate debt.
I'm in the venture business.
People are like, why should I be in venture when corporate debt pays so well?
Corporate paper is so huge.
I'm curious how this fits in and what interest rate people are paying on a billion dollars in infrastructure.
What do they pay on that?
Yes, it works better when that happens.
That's correct.
And if any one box goes upside down, you can deal with it and it's not as acute.
Means you have to say no to maybe some people who want to be in the box?
And they can go to another provider who maybe wants to take that risk on who has extra capacity.
What can you tell us about demand?