Jordi Visser

It's just whether that's going to be a tool they use or not.

Whereas in the United States, we're like, oh, I could use stable coins now.

I could do this.

My ATM works.

It's just a different analysis.

Bankruptcies were rampant.

It had fallen 80%, et cetera.

I've written multiple times last week about the battle between short-term oil impact and inflation versus long-term tech deflation.

I think that I am comfortable saying one of the hardest parts about commenting about let's say the next 12 months is you don't know how long the short-term oil inflationary aspect is.

but that will drive the short-term numbers.

The long-term deflation is even bigger today than it was two weeks ago.

And if you think about what happened this week, Jeff Bezos rumored to go and buy up a bunch of manufacturing business, a hundred billion dollars worth, and he's gonna put AI, robotics, et cetera, automation into them.

Elon Musk is yelling from the rooftop about everything from self-driving cars, et cetera.

We now have Jensen Huang talking about how they're no longer just software, that it's going to be all of the robotics, et cetera.

Travis Kalanick came out of nowhere, eight years of underground, pops up and says, by the way, my company is named Adams.

We are going hard into AI in the physical world, et cetera.

These are some of the smartest, most well-capitalized entrepreneurs in the world.

It's like a memo went out in the last 30 days.

Okay, everyone, software, everyone already is convinced.

Now let's talk about hardware and AI in that world.