Jason Lemkin

If we want to harvest this amount of power for data centers, and you believe the math pencils out, and either Elon believes it or he sort of believes it, right, that you need this amount of compute, we may need infinite capital.

It's railroads going back to a few months ago.

It's the next railroads.

It's just we've got to backstop the railroads.

I just think the amount of compute we're going to use is constantly underestimated.

I don't want my 401k, not that important to me.

I don't want my public.

I don't want my ETFs to go down.

I don't want my public stock.

I don't want my Morgan Stanley account to go down.

I want this gravy.

I genuinely, honestly, just think about how much money we've made the last couple of years just being in the public markets.

I don't want to give that up.

I'm feeling brilliant just having a lot of money in the public markets.

Forget about investing for the show.

I'm just feeling like a genius holding QQQ or proxies of it.

I feel like a QQQ genius for two and a half years.

No, there's a gross part of it.

Don't get me wrong.

But there's a lot of paper millionaires in this company now.