Daniel Roberts

real world challenge to respond to these digital exponential demand curves that are unconstrained by the real world in terms of their appetite.

real world challenge to respond to these digital exponential demand curves that are unconstrained by the real world in terms of their appetite.

And it just compounds.

And it just compounds.

You need thousands of people out in these locations that haven't supported it.

You need thousands of people out in these locations that haven't supported it.

You put stress on supply chains.

You put stress on supply chains.

We're seeing what's happening with the memory, every aspect of it.

We're seeing what's happening with the memory, every aspect of it.

So it's just permanent whack-a-mole, permanent solving fires to try and bring online this compute.

So it's just permanent whack-a-mole, permanent solving fires to try and bring online this compute.

Is there a prospecting town?

Is there a prospecting town?

Yeah.

Yeah.

Pretty much.

Pretty much.

I mean, the barbecue is great.

I mean, the barbecue is great.