Jensen Huang

Yeah, exactly.

By the way, that industry is going to AI.

Before anybody starts at zero, you got to start there.

Yes, and I would also say we're already there.

Okay, so explain that.

Because the hyperscalers, they went from CPUs to AI.

Okay.

Their entire revenue base is all now AI-driven.

Correct.

You can't do TikTok without AI.

Correct.

You can't do YouTube short without AI.

You can't, you know, you can't do any of this stuff without AI.

The amazing things that Meta's doing for, you know, customized content, personalized content, you can't do that without AI.

All of that stuff used to be humans, you know, doing…

content a priori creating four choices that are then selected by a recommender engine and now it's infinite number of choices generated by an ai right but those things are already like we had the transition from cpus to gpus largely for those recommender engines and now they're going that's fairly new

Yeah, Zuck would tell you.

I was at SIGGRAPH, and Zuck would tell you, you know, they were late getting to GPUs.

For sure.

GPUs for meta is, what, a couple years?