Dylan Patel

You guys all have 14 year olds who are working for you.

They can do whatever they want with this allocation.

It's not an allocation of capital per se, allocation of compute.

They get to decide what they'd allocate that compute to.

And NVIDIA is helping them by effectively front loading it if they can find a capital.

And that company is like, oh yeah, NVIDIA is backing this too.

There's all these other things.

It's much more reasonable for someone to say, oh yeah, I'll pay the CapEx because I know the first year is already going to be paid because you've got that investment from NVIDIA.

What about the next four years?

If the models don't improve, yes, we will overbuild, right?

Like it's pretty simple.

It's like, yes, there will be like supply chain things where it switches from one supplier to another.

And like, that's a lot of the stuff we focus on at my company.

But at the end of the day, if the models don't improve, we're absolutely screwed.

And if this lasts another year and then it happens, like the U.S.

economy will go into a recession straight up because of this and probably Taiwan as well and probably Korea as well.

Because there's so much buildup and revenue flowing through to us for this.

But when you look at these other things, like the bubbles of the past, some of them were just silly nonsense, right?

Like tulips.

Silly nonsense, right?