Dylan Patel

There's all these like crazy things people are doing.

Elon buying some power equipment from Poland and shipping it to America because he needed that power equipment, but whatever, couldn't get it here because the supply chains were weird.

I'll just get it over there.

Any lax capacity in the supply chain is being eaten up immediately.

And then everyone's like, OK, let's invest.

So GE's like, I'm going to double my turbine production.

Like, holy crap.

OK, that's awesome.

And Mitsubishi is doing the same thing.

And, you know, you go down the list.

It's like my transformer supply chain is expanding like crazy and like fully sold out.

So I'm gonna go to the Korean guys and that's fully sold out.

So I'm gonna figure out how to get the Chinese stuff in, even though it's not exactly like what people want to do.

Right.

It's like there's all these weird things.

But the funnest one is that like electrician wages have like doubled.

For mobile electricians that can work on data center stuff, if you're down to move to West Texas, it's like 2015 again and like being a fracking guy.

You don't need to be super duper skilled.

You can go to West Texas and make a shitload of money off of fracking.

Go to the Permian.