Chamath Palihapitiya

There's been reports of, hey, maybe the Oracle Starbase thing with OpenAI has been downsized or maybe not.

And then, you know, other folks, Microsoft is going big and...

Google's going big.

Meta's going big.

And those people obviously have massive cash flow.

Apple seems to be MIA.

They don't seem to want to play.

Sounds like Nick's tickets during the Patrick Ewing era.

They got up to 50,000 people on the wait list.

So if magically the wait list went away, if the constraint went away and we just had a large amount of GPUs available, a lot of energy available, a lot of data center available, how much

capacity would just all of a sudden come out of the system.

Or would be deployed, I should say.

And so, you know, if just in terms of the capacity, if you were unconstrained and NVIDIA Jensen says, hey, order as many as you want, what would happen?

Electricity.

How did memory become the throttle?

Impossible to predict what just happened.

Just with energy, it's impossible to predict what just happened.

And now people are chasing energy.

The data centers are going where the energy is.

It's not based on real estate.