Jaeden Shafer

Jensen Huang, CEO of NVIDIA, he predicted that the industry would spend $3 trillion to $4 trillion on AI infrastructure by the end of the decade.

So, so much money is getting put into this industry.

I think the exact value of Thinking Machine Labs and their deal that they're doing with NVIDIA here, that wasn't all disclosed.

But I think the massive compute agreements are just becoming more and more common for some of these big companies.

Last year, for example, OpenAI struck a $300 billion compute partnership with Oracle.

And so, yeah, obviously, this is something that's not slowing down.

If you look at all of these together, I think the industry right now is experimenting rapidly.

They're just trying to put out tons of different products.

And we see that from kind of the state of AI apps I was talking about earlier.

But I also think the AI is starting to reshape how apps monetize, how people learn, how infrastructure is built, how long term winners are likely going to be.

You know, people that are moving beyond just the novelty and they're actually delivering a really durable value to the users.

Right.

And I think it's important when even a company like Thinking Machine Labs and a lot of these others has to think like when you build a product in OpenAI with their latest, you know, kind of math and science feature, like when you build a tool, when you build a product, make sure it works really good.

on launch.

And then you're gonna be able to keep your churn up.

And then all these long term infrastructure deals you have are, you know, not going to be wasted, because you're going to be able to keep all of your users using the product.

So this is an interesting time in the industry, a lot is going on, I'll definitely keep you up to date on all of it.

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And everyone, remember, today is my birthday.

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