Jordi Visser

He'll always be wrong on time.

A lot of it is an optimism that he has in terms of when the spaceships will be ready, when the data centers will be ready in space, all of that stuff.

Why we're going to Mars.

But when you get philosophical and you listen to him, I think what he said about the software people, meaning these companies that are spending $650 billion to build data centers.

If you listen to what Elon said, he literally said, I don't know if there's any value to it.

And the reason is, number one, it's a lot harder than they think.

And trust me, when they get to the end and they think it's done, it's not done.

There's problems that show up.

On the flip side, he started talking a lot about edge and decentralized.

And the interesting thing, he considers Teslas as data centers, because they are.

Now, the beauty is for him, he goes, if you're a data center, you need gas turbines, you can find the gas.

Decentralized Edge AI, if the cars are all Edge, it's much easier, you just plug them in at nighttime and you're recharging.

you can't do that with the data center so he was saying that eventually the training models will not be as important and the localized edge models will be far more important and that's his belief in robotics that's his belief in everything i think people should really listen to it because number one it's a very very different investment world there's different winners there's different losers this whole data center build up this is why nvidia got involved with grok

Because the whole data center, we need GPUs is evolving and moving.

And that is one of the reasons why all of this stuff is changing.

And this is the reason why small caps are working and energy is working.

There's just different things that are going to happen.

And the reason the PMI broke out through 50, which again, I took a lot of garbage from people saying it's not going to happen, blah, blah, blah.

We don't have to stand Druckenmiller's point.

We don't have a raging GDP in housing.