Jason Calacanis

Like, what is going on here?

You're putting up record numbers and we're getting no credit.

Then you have a re-rating.

And then you re-rate.

New floors established at a higher rate.

This is the thing, like at the end of this Grok transaction last year, my kind of prevailing thought on this is we're going to move to these domain-specific architectures.

I thought that was like a fait accompli.

We're just now waiting for which models.

But the reality is that that DSA architecture

market evolution is actually happening inside of Nvidia.

That's what's so insane to me.

That was my takeaway from the quarter as well, which is like, holy, these guys actually have domain specific architectures, because they're doing these design programs with every this is why back to sort of the, you know, when he does DC to DC with Elon and Colossus three or whatever, it's just it's another game changer for everybody.

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.