Mandeep Singh

Typically, when something like this happens, everyone would implement those sort of efficiencies.

Remember DeepSeq?

Everyone pivoted to a reasoning model within the next six months, and guess what?

The demand actually took off because everyone implemented that, and it helped drive more usage.

So if anything, I think it should drive more usage, and the effect of that would be more memory demand.

On the East Coast, listen at lunch.

And on the West Coast, listen as soon as you wake up.

He is celebrating that.

It's in his short-term economic interest.

I don't believe it's in the interest of the country as a whole to do that.

Of course, he's cut whatever deals he can.

He's a great guy.

He's a very visionary guy.

But it's good for his business, and that's his responsibility as CEO.

That doesn't mean everything he does is good for America.

It's good for his global business.

I think we absolutely should.

And I'm in the camp of being as hawkish as possible.

And it's the right policy for America.

And I thought this administration was on that bandwagon, but they seem to have changed course.