Dylan Patel

We're signing deals with Nebius for GPUs.

Like, I don't remember how big the deal was.

It's like $19 billion for Nebius.

It's like if they had just not pulled the plug on their data centers, they wouldn't have had to do that.

They wouldn't have to pay those gross profit dollars to Nebius.

But Nebius made the bet that the demand is there, and they were right.

When you think about this, it's like, what is the level of demand where this stops, right?

If scaling laws continue, of course, there's an adoption curve.

There's a pace.

There's realities with capital.

There's realities with supply chains.

Things take time.

adoption for businesses takes time.

But if you like boil it down to it, it's like your demand for 30 year old senior engineers at Google who know how to make and program anything is effectively like, I don't want to say infinite, but it's $2 trillion of value.

If I could have an intelligence as smart as a Google senior engineer, that's $2 trillion of software value.

Because that's how much the world pays to software engineers today.

And you just go down the list of every other use case.

If you have just a simple physical intelligence robot that can recognize headphone versus water and versus phone, right?

And pick up the right thing and manipulate it properly and put it in the right spot and sort it, that's worth how much to the distribution's supply chain, right?

I don't know, but a lot.