Dylan Patel

We don't need to get digital god for there to be immense value.

But the interesting thing here is that, you know, it's like human capital, capital goods.

All of these other revolutions have been capital goods that reduce the amount of human capital you need.

Whereas this is just creating human capital in a sense.

If I like get everyone bulled up, we're on this podcast.

I don't know if you've heard the curse, right?

It's like if you talk about the stock of this podcast, it goes down, right?

It's like we're popping the bubble right now because the limit of AI is infinite.

It's not true.

Oh, really?

This is your other podcast.

I talked about applied materials, and the stock was up like 70% the six months after.

There you go.

Yeah, I broke the curse.

I was like, hell yeah.

The cloud business model, right?

Like, let's say NeoCloud business model.

So there's, you mentioned inference providers and NeoClouds.

The NeoCloud business model

is absolutely amazing or terrible, depending on how you do it.