Jon Quast

And this leads to an undeniable conclusion that the current path is unsustainable.

We need something to change.

We either need a power generation breakthrough, a compute breakthrough, or an AI model breakthrough.

And I think that we're a long ways away from having a true compute breakthrough.

or a power generation breakthrough, the AI model breakthrough is the easiest path forward.

And that's what this thing with Google is potentially talking about.

We've maybe come up with a more efficient model.

That said, we do need to tap the brakes just a little bit when it comes to the memory requirements.

So, some memory stocks are selling off because of this.

The Google announcement only optimizes a small part of the memory needs, specifically the key value cache.

It doesn't reduce the memory needs across the board.

It reduces a fraction of a fraction, not a fraction of a whole.

The memory imbalance will likely continue, in my opinion.

Yeah, I want to build on this, Matt.

You talked about taking emotions out of it.

You know, people, we have feelings.

We're emotional beings.

We're not going to change that entirely.

I think that's okay.

But personally, when it comes to my financial decisions, I don't want to be making that based on my feelings because my feelings aren't reliable.