Chamath Palihapitiya

Can't comment, okay.

So we'll read into that, whatever we want.

But-

Are there pockets where people are saying, hey, let's slow down, or is it still gangbusters?

Yeah.

And what's your take on when software

makes and this is a big uh discussion from jensen himself during his two and a half hour keynote yesterday uh we're sitting here wednesday i think he did his keynote on tuesday he was talking about hey software is going to make it 50 times more uh you know lower the cost of tokens 50x and then you have um transport also contributing to that when do you think the curve goes from parabolic to simply growing at a ridiculous level is

Is there a slowdown coming or how are you planning for the future?

Oh, many more.

This is Jevin's paradox.

This is the theory of induced traffic.

You build a couple more lanes, people start to think, well, maybe the distance from Bondi Beach to the central business district in Sydney terms would be an acceptable commute.

Yeah.

So what do you think about, or what are you seeing?

I mean, we're hearing at Nvidia, obviously they make the leading edge chips, they just bought Grok, so now you've got two of the leading edge chips coming out of the same company.

but custom silicon becoming a big discussion.

Has that started to land in the data centers yet?

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.