Ian King

There's new areas of the economy that are coming into AI.

And all of this means that demand is actually better than I thought it was.

So that number is looking like it's a bit low.

So that was good news, but nobody got that excited about it.

I mean, as always with the memory chip industry, you either got a feast or a famine at the moment.

We're in a famine when we're in a famine.

The price goes up.

And that is exactly what's happening right now.

Always has been.

They can't build factories fast enough.

They can't build production fast enough to meet these short-term surges in demand.

So right now the price is going up.

Yeah, I mean, there was a little bit of a backwards and forwards between Jensen and Elon about, you know, whose system is better and both of them ending up praising what the other is doing in the end, because let's face it, they need each other.

But this is the point that we're at.

We've been promised cars that are robots that can do their own thing for a very long time.

Hasn't happened as fast as we were promised.

And what we're being told now is we're at the cusp of this.

And this is great if you're making chips, if you're making the components for these vehicles.

Yeah, I mean, that's exactly it.

We've shown a willingness to sell.