Lou Whiteman

We're seeing inflation do exactly what economists thought it would.

It's still up.

It's not making life easy.

Again, this is the shrinking critical mass.

But if we can get some sort of pricing stability, I don't know why we can't just go on like this sort of indefinitely.

Sometimes it's just wrong place, wrong time.

I don't know if Unity is 30% in trouble.

It looks like the market is reacting, but what we do know is this is the wrong time to provide weak guidance.

Quarter was great, but forecasting lower revenue in EBITDA at a time when there's hyper-concern about these businesses, the market is seeing what it wants to see.

All we know for sure is that the current business results are okay, if not better than okay.

I thought it was a decent quarter.

To extrapolate more than that, I think we're supposed to look to the future, so we do need to be aware of these threats.

But in the near term, yes, there's a lot of assumptions being made.

All we really know is that this business is chugging on and has threats and opportunities just like most stocks that you consider.

I love the question, Travis.

The definite answer is, it's going to pay off for somebody.

The question is, who?

But one thing that we can say for sure is, we know that there is a lot of money going out from the hyperscalers.

Some of them have even given us some pretty good details on exactly where the money is going.

Alphabet, for example, spending about 60% of its capex on servers.