Gavin Baker

Uh, what, what is the distribution of that?

I mean, are you going to be buying a lot of GPUs?

You're working with Nvidia.

Is this like one data center, multiple data centers?

Are you part, are you building like what restate the thesis of like where you fit in the bottleneck?

How much of your thesis is like, you want to stay NVIDIA only, you want to compound the learnings around the NVIDIA ecosystem, there's value, like we talked to another, a Neo Cloud last week that's AMD super focused, but then you talk to other folks and they're like, we want to be completely agnostic, we want to be one big blob of fluid compute.

There's multiple thesis that are playing out and people are sort of testing every idea.

but how do you see it, like what is your strategy?

React to what Gavin Baker just told us in the show earlier.

I asked him about, it looks like the trend lines are widening between the United States closed source model capabilities and Chinese open source model capabilities.

There's a bunch of charts that show one line is growing linearly, the other is growing exponentially over time.

could be really good for America, it could mean a lot of different things, they could catch up, who knows.

But he was saying that the big reason for that is that Blackwell's a great chip, they've had the ability to buy it, and they've turned their back on NVIDIA, even though Jensen and NVIDIA went to Washington and figured out the correct framework to allow for exports.

Those exports have not been received on the other side because of the push to build an indigenous supply chain.

How strong is that narrative for you?

What would you add to that?

Yeah.

Is distillation a bigger problem than chip exports?

Forever, too.

I mean, you have a small piece of land that they're fracking on.