Gavin Baker

I agree. And they, you know, I mean, they all, all except for Apple, really. And Apple, they have, I think, an MLS deal, but they all kind of stuck their toe in the water. And I think they feel like, wow, the water's warm. Let's dive in. Okay. Yeah.

I agree. And they, you know, I mean, they all, all except for Apple, really. And Apple, they have, I think, an MLS deal, but they all kind of stuck their toe in the water. And I think they feel like, wow, the water's warm. Let's dive in. Okay. Yeah.

Government service providers. You do not want to have the United States government at any level as over 35% of your revenue.

Government service providers. You do not want to have the United States government at any level as over 35% of your revenue.

Crazy thought. Crazy thought.

Crazy thought. Crazy thought.

Yeah. Cost plus is terrible. No, just cost plus is terrible. That's all right.

Yeah. Cost plus is terrible. No, just cost plus is terrible. That's all right.

I would rather not talk about specific positions. I would just say I agree 100% with Chamath. All right, there you go. They're gonna lose their Chinese business, because they don't make competitive products anymore. If there's not massive protectionism, and we're seeing signs of that, they'll be caught between Tesla and the Chinese OEMs.

I would rather not talk about specific positions. I would just say I agree 100% with Chamath. All right, there you go. They're gonna lose their Chinese business, because they don't make competitive products anymore. If there's not massive protectionism, and we're seeing signs of that, they'll be caught between Tesla and the Chinese OEMs.

And I think the only way that this doesn't happen, Chamath's, the only risk to Chamath's prediction is just government intervention, because they're such big employers and often seen as national champions. But absent really significant government support, They're all in deep trouble.

And I think the only way that this doesn't happen, Chamath's, the only risk to Chamath's prediction is just government intervention, because they're such big employers and often seen as national champions. But absent really significant government support, They're all in deep trouble.

I think the biggest business deal is that they're going to be deals. I think you're going to see a tidal wave of M&A after four years of not being able to get anything done. I think there's an enormous amount of pent-up demand. So kind of point number one. Point number two, something will happen with Intel, and that will be big, and hopefully it's good for America.

I think the biggest business deal is that they're going to be deals. I think you're going to see a tidal wave of M&A after four years of not being able to get anything done. I think there's an enormous amount of pent-up demand. So kind of point number one. Point number two, something will happen with Intel, and that will be big, and hopefully it's good for America.

And then I do think you will see a lot of these frontier AI labs that are independent be acquired. I thought your points were well taken, Jason, about everything that Google is bringing to bear and XAI owns their own compute.

And then I do think you will see a lot of these frontier AI labs that are independent be acquired. I thought your points were well taken, Jason, about everything that Google is bringing to bear and XAI owns their own compute.

I mean, you guys can choose whichever one of these three you like, but the ultimate AI winner will be the one with the lowest cost of infrastructure costs, the lowest cost of compute. And definitionally, you can't be the low-cost provider if you're renting your compute from someone else. Because of markups. Yeah, because there's a markup.

I mean, you guys can choose whichever one of these three you like, but the ultimate AI winner will be the one with the lowest cost of infrastructure costs, the lowest cost of compute. And definitionally, you can't be the low-cost provider if you're renting your compute from someone else. Because of markups. Yeah, because there's a markup.

If you're buying your compute from Azure or AWS or Google, you are at a disadvantage relative to their internal services over time.

If you're buying your compute from Azure or AWS or Google, you are at a disadvantage relative to their internal services over time.