Kim Forrest

Well, for a lot of reasons.

Living in a virtual world, as most of Silicon Valley does, it's really hard whenever they have to, you know, go out into the real world and do physical things.

And that's what we're talking about with data centers.

We need power.

We need really kind of exotic...

They're kind of boring buildings, but they need to be very uniform and there's only certain kind of people that can build them.

And then we have the demand.

So I've seen some reports, maybe on Bloomberg, about how some data centers that are already established are having problems selling their capacity.

So we have a lot of physical world problems.

But I think my biggest thing is I'm not a believer that we really need all these data centers.

I think human beings are incredibly smart and are going to work around what we're doing now, which is the brute force method of training large language models.

I believe in AI, just not AI as it's presented right now.

Well, right now, it looks like Asia was first on track with the whole DeepSeq product that they came out with, right?

We can quibble about if they unfairly used OpenAI to leverage, but they did leverage.

And that's the most important part.

They thought out of the box, as opposed to saying, you know, we need to have the state of Texas be one big data center.

I'm using hyperbole here.

But, you know, they thought about how can we do this differently.

And I think ultimately it's a good race between the U.S.

and the West in general and China about who is going to be able to come up with usable AI that doesn't, you know, break the bank and cost every last dollar that Microsoft, Meta, and the rest of them have.