Jason

On Grok.

Yeah.

Why do they do that?

It's because they are very conscious of there's a certain energy output, there's a certain revenue potential, and then beyond this, they start to gate it.

You do it on OpenAI, you do it on all these things.

So they are already keenly aware of the value of these output tokens.

They know the revenue it's generating.

Sorry, just one thing.

And then the second thing is, in the bowels of these organizations,

Everybody has completely rebuilt all of the decoder infrastructure.

What does that mean?

Before something gets to you, the user, there's all kinds of different manipulations that people are doing in the models, after the models, before the models, and all of that stuff has been rebuilt.

So I think what he needs to understand, and look, in fairness to him, what I would say, what Gap needs to appreciate is when those laws were written, it's for a factory, it's for a turbine, and it's this static thing.

It probably doesn't do a very good job of understanding the world of chips.

But could he take a little bit of effort to call somebody and actually learn how this works?

Yes.

Is he doing it?

No.

So there you go.

Hold on.