Ian King

What they told us was that industrial is getting better as well, which is what we want to hear.

Yeah, I mean, they talked about consumer electronics not being fantastic, and that's because consumer electronics actually recovered earlier than there are other markets, and now it's kind of slowing down a little bit.

Some of the consumer electronics devices, home theater, maybe PCs a little bit, memory dependent.

We talked about memory.

The price of memory is going up.

That's no secret, and that has a knock-on impact.

Yeah, I mean, with a company that's become as important as it has to a whole industry and arguably the stock market and the economy as well, you usually like to have a better idea of who the people at the top are.

And even people like myself who've been looking at this company for a very long time, it's him, right?

The whole company is built around him and that's all there is to it.

Yeah, I mean, you know, the way to do this is to think about things through Jensen's eyes because he's explicit about this.

He created an organization where he wants to know, where he believes the CEO needs to know what's going on.

And the way to do that is to have less of the traditional corporate structure and just a large group, 40, 50, 60, depends on the day as to the number he gives you, of people who directly report to him.

They have responsibilities, but...

Correct.

I mean, you know, Colette has a good reputation on Wall Street.

She was brought in and she's obviously presided over the company when it's been enormously successful.

But this is a very technical job.

And it's also a very dynamic job.

He's on the one hand a science leader and he's on the other hand an advocate and driving the whole industry forward.

Yeah, I mean, he said, look, whether it's Corweave, whether it's XAI, whether it's any of the others that he's open, obviously that he's agreed to give a lot of money to.