Jon Quast

But if social media is ultimately deemed harmful...

Yeah, I mean, it's an interesting hypothesis to compare tobacco to social media.

I would agree with Matt here.

I think it's far too early to draw that parallel.

This case is going to go up the chain, and it remains unseen how things would be regulated if they become regulated at all.

So...

Okay, so yeah, ARM.

It's always been known for these lower power CPU designs compared to Intel's x86 architecture.

But in the past, it's licensed its technology to companies such as Apple.

The news that we are getting now is that ARM is actually going to make its own CPUs using a fabulous model.

So just like NVIDIA or AMD.

And Meta is going to be the first customer here for Arm of its custom silicon.

I think it's a big deal because it is a pivot for Arm's business model.

I would temper the news with a comment that Meta is a customer, but it's not an exclusive agreement.

Meta is going to continue to buy products from multiple companies.

It's probably more about diversification of the supply chain than anything, but it is something to watch.

Yeah, Tyler, I feel like you've been playing Doc Brown on this podcast and I've been Marty McFly.

Any single time we get an announcement for these data centers, there's massive power requirements and you've been yelling, great, Scott.

And I've been yelling, what the heck is a gigawatt?

You've actually helped me see that they're basically saying that we need all this power and we can't generate that much power.