Michael Nicolletos

Is, you know, all the scary stuff.

And I think at that point will be the point where you start putting a position in these kind of companies and waiting for the next 10 years to make a really good return.

Yeah, but that kind of thing, that kind of what you just described is going to force Amazon and each Amazon to find alternatives.

It won't be, they're going to say, okay, what can we do on open source?

What can we do without paying these fees?

Okay, let's keep paying for what is really needed.

So this kind of charging will force all these companies to find alternatives.

And you're going to be paying for that power because the pricing is going to go up in the meantime.

I think there needs to be a discussion.

I think that data centers will have to happen in areas where there are not a lot of people and the energy part of it will need to be linked in terms of, I don't know, alternative energy, solar, wind, nuclear.

I think it has to be a more...

holistic approach than just saying, I'm going to make a data center and then figure out what's going to happen.

So because of all these political issues that you just mentioned, I think everyone's going to start, everyone's going to be forced in order to see a more holistic approach on how to address that issue.

You're absolutely right.

And it's not a period where prices, energy prices are going any lower.

So the word doesn't help.

So I think you are right.

It's going to be an issue, and this discussion is going to start picking up a lot everywhere, not only where you are.

He was talking about AI and OpenAI especially.

He had a dedicated thesis about that.