Dylan Patel

But there's not enough of those people.

That's why, right?

Like if there were enough electricians in West Texas, if there were enough electricians in America, we could build these data centers faster.

All these little supply chain quirks and everyone's supply chain is different because the way Google makes their data center is different from the way Vantage makes their data center, which is different from the way that Edge Connects makes their data center, which is different from the way QTS makes their data centers, which is different from the way Amazon makes their data centers.

The other three companies I mentioned like rent data centers to the hyperscalers mostly.

All these companies make data centers differently.

And so their supply chains are not exactly the same.

And so you get all these weirdnesses in all these different supply chains.

And it's really fun, but it's also, no one really knows it because everyone who tracked the supply chain or like knew it, you go talk to like power people.

It's like on one end of the spectrum is like Dario.

And then you take a few steps and it's like the average ML researcher.

Then it's like me.

And then it's like you in terms of how bullish we are on AI.

And the guy at the power utility is like over here.

There's like a few more people.

There's like the standard New York semis investor.

Then there's the New York not semis investor.

And then there's like the Sequoia guy who thinks that A has been a bubble since 2023.

And then there's this utility guy.

You know, this utility guy is like, I'm not building power.