Ellis Rovin

That's crazy.

That's the scale they need to win at.

I think so, dude.

Their commitments are insane.

Remember the guy that asked him, how exactly are you going to make this money?

And Sam Allman just goes, we'll buy out your shares from you, bro.

We'll buy your shares back from you.

To me, it just feels like

If you have invested billions of dollars into something, you're now billions of dollars in debt.

And your idea for how do we get out of debt is to start a new chain of investments because none of the other money we spent will make us money.

That's called a gambling addiction.

That's what that's called.

Because somewhere out there, there's a bunch of early adopters who.

The entirety of San Francisco.

Yeah, really actually really want it.

And it sounds ridiculous from the outside looking in, but there are a lot of people who are, yeah, going all in with like, oh, I've changed my life with these products and I've optimized everything and I've started new businesses with it.

And of course I would buy an open AI phone and that's the world they live in.

And so this is starting with that demographic of the very beginning of the, what is this curve called?

The whole adoption curve.

The very beginning of it.