Josh Brown

So good.

All right, so let's get back, let's talk about the market, where we are today.

Bill Cohen wrote a post for POC

Love reading that guy's stuff.

The AI bubble truth is cry wolf.

And Howard Marks is on here.

I don't know that, like, I'm not trying to dunk on Howard Marks.

I don't think that he was even maybe quoted in this article.

But just as, you know, one of the old guards and Howard is a legend.

So definitely, you know, I'm not trying to dunk.

Nothing but respect for him.

But Bill wrote, amid all the hyperventilating about eye-popping AI company valuations and the seemingly insanity of the current investment cycle, old Wall Street hands might feel something tickling in the back of their brain.

So, boys, I want to ask you,

An impossible question, but Chart, what inning are we in?

Gavin Baker was talking with Patrick and he said something like,

less than, I forget the numbers he used.

Let's just say that less than 1% of people that are going to eventually use this are currently using it.

And there's already a massive shortage of compute.

Now are the hyperscalers overdoing it?

Like Google is using all their cashflow and then some $170 billion in run rate, annual operating cashflow.