Jason Calacanis

You had an incredible insight, which is the amortization schedule for Corweave and all these guys, they got saved.

You may want to just explain what that is and why you said I thought that was a great insight.

The reality is- This was Michael Burry who put this out there.

Yeah.

That's like it's like asking Gerardo about modern music.

Hey, somebody call Vanilla Ice and ask him what he thinks.

Milli vanilli, checking in.

What a waste of time.

What a waste of time.

Oh, poor Mark.

Come on the program anytime, Michael Murray.

Go ahead, Kevin.

That's a profound advantage.

That quarter single-handedly saved the NEO's clouds this quarter.

I mean, they single-handedly saved the wall.

I think they should all say an incredible thanks to Jensen.

I interviewed the CEO of Corweave, Michael, in Trader.

Michael in Trader, yeah.

And he was saying, hey, listen, people have no problem buying and financing these over a six-year period.

And people are asking for things that are coming off and that he thinks they're going to have year 7, 8, 9.