Jordi Visser

He did talk about this and he said when someone said, you can't do this, it's not possible.

He's like, I think the guy sending rockets to Mars and with the most satellites has probably the best voice on what can be done on this.

By the way, if you didn't hear it, I thought one of the great things was they brought up, you know, all these conspiracy theories about aliens.

I don't think you've asked me on here about whether I believe in that.

But he said.

If there were flying spaceships, I'd know.

I've got 9,000 satellites out there looking at everything.

So he makes a lot of comments on this three-hour thing that if you really drill down and you pause, you're like, well, I guess you're right.

He does know.

So I don't think this is going to be a solving problem, but his points are valid.

And I want to make sure people realize this is not a call that we're going to run out of power.

But I do think for the market at some point this year,

you will see a very, very violent fall in semiconductor stocks because the build out at some point, there's going to be an acknowledgement that this project won't get built because we don't have enough of the stuff

power to connect to it.

It's going to happen.

And when those things start getting pushed out, people will freak out a lot.

It won't stop the model advancements because the model advancements now are truly being driven by what people were worried about last year, which is a lot of efficiency.

We will need the data centers to be built.

The question is in three years, will we have a different solution that's more viable than the ones we have today?

Yeah.