Jordi Visser

And that's one of the reasons why

Full self-driving is so important because that is the ultimate of the VLMs.

That is absolutely what's happening.

VLMs are the stage before VLAs, which are vision, language, action.

That gets into humanoids.

For that, we actually need it to be so strong that it can be inside humans.

locally.

And that gets into the on-premise side, but full self-driving already has that.

So think about it at the training level, they've already been doing this.

So it's happening now, it's being rolled out, but Blackwell's rollout starts really in big form this year.

And really when Grok 5 comes out, that'll be when we truly get to experience how much better this training model is based on Blackwell.

That's the societal thing that has me focused on Bitcoin because I believe capitalism is ending.

And people don't want to hear that, but I believe it's ending because artificial intelligence and Marc Andreessen talks about this.

This is the most unbelievable technology investment scene I've seen, but...

The competition is intense and the ability of getting a moat around your business is impossible.

You need more storage.

You need more places to run these things.

The hyperscalers need data centers to supply that.

There is a bottleneck that is happening.

So the companies, in my opinion, that are going to work this year,