Dylan Patel

Actually, I can tell it's way smarter than a human.

But now it's like, ah, whatever.

It can't do X, Y, Z. So the thing, the bar always moves, no matter what the level of intelligence is.

And for me, it's going to be like, when the thing puts its hand in its mouth and it's like, yeah, this is me.

I'm a human, right?

Like, you know, that's sort of like- Consciousness.

The sentience, the consciousness of it all, right?

That's one power dynamic that's like crazy.

Another power dynamic is the one around NVIDIA and the hyperscalers.

NVIDIA is the king.

All of the gross profit is going to them today.

Pretty much all of it.

Sure, TSMC makes some.

Sure, SK Hynix makes some.

But they have to invest a ton in CapEx.

Sure, Broadcom makes a bunch.

And Broadcom makes a ton of gross profit off of these companies.

But NVIDIA makes by far the most gross profit in the industry.

It's not even close.

they're king and they want to continue to be king and they want to make sure GPUs continue to be most used, but also they can't buy anything.