Dave Blundin

It's a party.

Yeah, go check it out.

I think any consumer who experiences that is going to say... Do you have haptics, Dave?

No, not yet.

It's hard to do the real Star Trek thing.

But any consumer who goes into this holodeck and experiences it is going to say, I need that.

I want that.

How do I get that at home?

And so I think the problem in 2028 is there's going to be a massive shortfall of compute relative to the desire to have that experience.

So what Alex said is dead right.

The enterprise use cases have just discovered this.

And they're sucking up all the data centers in the world now.

And there's no way that's going to get solved by 2028.

I'm hoping 2030, 2031, after the TeraFab has a chance.

So what's going to be the story in 20... Right now, we've lived this beautiful moment in time where the very best foundation models are made available to anyone on the planet

who wants to go to a website and try it.

And then the cost of using the best models in the world is it's sort of it's very important.

Yeah.

Yeah.

So you've got to take advantage of this moment in time because it's going to get really bottlenecked by 2028.