Jason Calacanis

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.

They'll have some useful life, you know, in addition to that.

Yeah, so he's like, I don't know what anybody's talking about here.

Like, this is just not informed analysis was his point.

Like, the game on the field and people are betting with their dollars with him.

He has them pay in advance and sign six-year contracts.

If they didn't think it has six-year lifespan, they wouldn't be signing a six-year contract.

Pretty straightforward.

And they can't get enough of them.