Jordi Visser

And those are based on building out data centers.

And in this country, we are getting data center cancellations every single day across the country.

You're getting all toxins and stuff that are showing up.

This is gonna be a major story.

uh i think google falls into the same trap the only way they can monetize this is actually to have the ability of letting all these ai agents run on their data centers but they don't have the data centers to handle the flow and the volume we're at the agentic acceleration right now ai agents are working they're running they're going fast and so the only way that they can make the money off it at this point is through the cloud usage and they're not going to have enough cloud usage because they can't get the data center so when you mention google they fall in the same

Micro problem is Microsoft.

The only difference with Microsoft is they actually have something that's usable.

But there's a new problem that also fits in with these companies that people have to understand.

I'm finally using a Chinese model.

I've never done that before.

The reason I'm using now Kimmy 2.5 is because I have my own machine with AI agents now.

And again, I'm old school.

I didn't know how to do anything on a computer, honestly.

a year ago, 18 months ago, other than the basic stuff.

And now I have AI agents running on a Mac Mini inside my apartment, and I'm using a Chinese model because it's free.

So the problem with Google and all these places, and this does get to the deflation thing that Kathy mentioned, and it's something that you've talked about, it's really hard to avoid the deflationary aspect.

And since most people, and I was just at a conference where 80-something percent of endowments and foundations thought inflation was going to be higher a year from now.

So the reality is we have a deflationary situation that's happening.

And the reason is because AI is driving that deflation as we speak.

Yeah.