Chamath Palihapitiya

Obviously Google, don't know if they're a customer you can tell us, but they're making custom silicon.

Amazon is making custom silicon.

Meta is making custom silicon.

Talk to me about that revolution and is it actually making it into the data centers yet?

And in terms of desktop computing, I don't know if you saw the announcement that Dell and Nvidia are making a really powerful desktop, 750 gigs of RAM, a lot of power.

You're gonna be able to run some local models, open source with OpenClaw and open source coming from Kimi and a bunch of the models out in China.

Has the hacker group, which I think you started in like I did, probably in similar time periods, people are starting to get really obsessed with having a $10,000 or $20,000 desktop set up and running this local.

What do you think of that trend?

I'm curious.

And what about nuclear?

The Trump administration

really seem to flip the switch on a growing belief that, hey, wait, nuclear is pretty great.

It's clean.

It's the original renewable in a way.

And these new modular reactors have nothing to do with Chernobyl, Fukushima, or Three Mile Island.

They're much safer.

They're a completely different architecture.

Have those started to land yet?

And are you, since you followed correctly in the great state of Texas where I'm from, you followed correctly that time.

Are you following nuclear?