Jeff Wang

And so it's a good lesson in just not underestimating the disruption that can occur, especially early on in an industry's development. How important is it to be the first? I think it's important to be early, but if I think about the public markets, we're talking about not years, but months, right? Because the public markets price something so quickly.

And so it's a good lesson in just not underestimating the disruption that can occur, especially early on in an industry's development. How important is it to be the first? I think it's important to be early, but if I think about the public markets, we're talking about not years, but months, right? Because the public markets price something so quickly.

And so it's a good lesson in just not underestimating the disruption that can occur, especially early on in an industry's development. How important is it to be the first? I think it's important to be early, but if I think about the public markets, we're talking about not years, but months, right? Because the public markets price something so quickly.

If you figured out last year that hyperscaler CapEx was going to explode upwards and you're gonna buy a lot of GPUs, you can own Nvidia at any point, you know, last year or even this year, and you will have made money and you will have made very good money. So I think it's not important to be first, but it's important to be early. And again, it's months, not years.

If you figured out last year that hyperscaler CapEx was going to explode upwards and you're gonna buy a lot of GPUs, you can own Nvidia at any point, you know, last year or even this year, and you will have made money and you will have made very good money. So I think it's not important to be first, but it's important to be early. And again, it's months, not years.

If you figured out last year that hyperscaler CapEx was going to explode upwards and you're gonna buy a lot of GPUs, you can own Nvidia at any point, you know, last year or even this year, and you will have made money and you will have made very good money. So I think it's not important to be first, but it's important to be early. And again, it's months, not years.

Yeah, it happens all the time. There's always a lot of enthusiasm.

Yeah, it happens all the time. There's always a lot of enthusiasm.

Yeah, it happens all the time. There's always a lot of enthusiasm.

I agree. You have never seen this level of investment because I think if you roll back to 1999, for example, You didn't have this mag seven that was throwing off, you know, 150 billion of free cash flow and you can go invest gobs and gobs of money. I think that is truly different right now, the amount of capital that is going in.

I agree. You have never seen this level of investment because I think if you roll back to 1999, for example, You didn't have this mag seven that was throwing off, you know, 150 billion of free cash flow and you can go invest gobs and gobs of money. I think that is truly different right now, the amount of capital that is going in.

I agree. You have never seen this level of investment because I think if you roll back to 1999, for example, You didn't have this mag seven that was throwing off, you know, 150 billion of free cash flow and you can go invest gobs and gobs of money. I think that is truly different right now, the amount of capital that is going in.

The disillusion of the family structure in the world. And I worry about the negative impact it has on kids and the next generation. I get that everyone's life circumstances are different. I don't frown on anyone who chooses not to get married or get divorced, but I do think it's healthy to think hard about it.

The disillusion of the family structure in the world. And I worry about the negative impact it has on kids and the next generation. I get that everyone's life circumstances are different. I don't frown on anyone who chooses not to get married or get divorced, but I do think it's healthy to think hard about it.

The disillusion of the family structure in the world. And I worry about the negative impact it has on kids and the next generation. I get that everyone's life circumstances are different. I don't frown on anyone who chooses not to get married or get divorced, but I do think it's healthy to think hard about it.

So anyone on my team who's getting married, I give them a copy of a book, The Meaning of Marriage. It's by a Christian pastor by the name of Tim Keller, who's actually since passed. It's been a big influence on our marriage. So I think that's really important.

So anyone on my team who's getting married, I give them a copy of a book, The Meaning of Marriage. It's by a Christian pastor by the name of Tim Keller, who's actually since passed. It's been a big influence on our marriage. So I think that's really important.

So anyone on my team who's getting married, I give them a copy of a book, The Meaning of Marriage. It's by a Christian pastor by the name of Tim Keller, who's actually since passed. It's been a big influence on our marriage. So I think that's really important.

So one of the key ideas is that marriage is not to make you happy, right? And I think a lot of people approach marriage is like, okay, I'm going to, you know, I'm going to get married. I'm going to be happier now. Well, no, marriage is hard.

So one of the key ideas is that marriage is not to make you happy, right? And I think a lot of people approach marriage is like, okay, I'm going to, you know, I'm going to get married. I'm going to be happier now. Well, no, marriage is hard.