Jaeden Schafer

Well, it makes it easier for them to finance other things like for say, giving OpenAI a $10 billion investment, which of course is

is going to give them a share of the company.

And as the company gets more valuable, it's going to, on paper anyways, make Amazon look more valuable.

So this is really a win-win all around for a lot of these different companies.

And it's not going to shock me to see these continue.

Now, what is the risks associated with this?

Well, that is, of course, the bubble risk.

If every company is signing these multi-year, multi-billion dollar deals with all of the circular...

money going around.

If any of the dominoes for any reason, and I'm not saying there is a reason for them to fall, but if any of the dominoes fall, everything could come crashing down.

If for some reason Amazon's revenue absolutely tanked and they were unable or OpenAI, let's say their revenue absolutely tanked because Gemini beat them out.

Well, maybe they wouldn't be able to pay for that $38 billion.

They would have to cancel or have other issues or they wouldn't need all of the compute that they spent

on their $500 billion deal with Oracle to build hardware and data centers.

So there's a lot of risks associated if they overbuild and the demand goes down or something financially bad happens to any of the companies involved.

It's going to make it really hard for everyone else who has so much equity and money tied up and everything else.

So

Hopefully we continue to see some amazing AI improvements in the industry and we get a lot of incredible tools from a consumer perspective.

This is the goal and that this AI bubble doesn't pop and ruin us all.

All right, thanks so much for tuning into the podcast.