Dylan Patel

And I'm just like, I don't feel like I know lithography.

But then you've talked to people who know lithography, and they say, you...

you've done pretty good work in packaging, right?

Nobody knows anything.

They're all in this single well, right?

They're digging deep.

They're digging deep for what they're getting at.

But they don't know the other stuff well enough.

And in some ways, I mean, nobody knows the whole stack.

Nobody knows the whole stack.

That's really fascinating.

fascinating social kind of phenomenon right you can feel it i went to europe the earlier this year dylan was like had allergies but like i was like talking to those people and you can just it's like gossip it's gossip you start feeling the you start feeling people can coalescing around like a something right early on we used to have like semitech

Where people, all these American companies came together and talked and they came and they hammered out, right?

But Semitech in reality was dominated by a single company, right?

But then, you know, nowadays it's a little more dispersed, right?

You feel like it's a blue moon arising kind of thing.

Like they are going towards something.

They know it.

And then suddenly the whole industry is like, this is it.

Let's do it.