Nathan Lambert

So it could spur like another like an even faster arms race. Right. Because there's already an arms race. But like this, this like 100 billion, 500 billion dollar number, Trump talking about it on TV, like it could spur the arm race to be even faster and more investors to flood in and et cetera, et cetera. So I think I think you're right.

So it could spur like another like an even faster arms race. Right. Because there's already an arms race. But like this, this like 100 billion, 500 billion dollar number, Trump talking about it on TV, like it could spur the arm race to be even faster and more investors to flood in and et cetera, et cetera. So I think I think you're right.

Is that in that sense that open eye or sort of Trump is sort of like championing people are going to build more and his actions are going to let people build more.

Is that in that sense that open eye or sort of Trump is sort of like championing people are going to build more and his actions are going to let people build more.

Is that in that sense that open eye or sort of Trump is sort of like championing people are going to build more and his actions are going to let people build more.

I really enjoy tracking supply chain and like who's involved in what. I really do. It's really fun to see like the numbers, the cost, who's building what capacity, helping them figure out how much capacity they should build, winning deals, strategic stuff. That's really cool. I think technologically, there's a lot around the networking side that really excites me with optics and electronics, right?

I really enjoy tracking supply chain and like who's involved in what. I really do. It's really fun to see like the numbers, the cost, who's building what capacity, helping them figure out how much capacity they should build, winning deals, strategic stuff. That's really cool. I think technologically, there's a lot around the networking side that really excites me with optics and electronics, right?

I really enjoy tracking supply chain and like who's involved in what. I really do. It's really fun to see like the numbers, the cost, who's building what capacity, helping them figure out how much capacity they should build, winning deals, strategic stuff. That's really cool. I think technologically, there's a lot around the networking side that really excites me with optics and electronics, right?

Like kind of getting closer and closer, whether it be co-package optics or some sort of like forms of new forms of switching, right?

Like kind of getting closer and closer, whether it be co-package optics or some sort of like forms of new forms of switching, right?

Like kind of getting closer and closer, whether it be co-package optics or some sort of like forms of new forms of switching, right?

Yeah. Also multi data center training, right? Like there's people are putting so much fiber between these data centers and lighting it up with so many different, you know, with so much bandwidth that there's a lot of interesting stuff happening on that end, right? Telecom has been really boring since 5G. And now it's like really exciting again.

Yeah. Also multi data center training, right? Like there's people are putting so much fiber between these data centers and lighting it up with so many different, you know, with so much bandwidth that there's a lot of interesting stuff happening on that end, right? Telecom has been really boring since 5G. And now it's like really exciting again.

Yeah. Also multi data center training, right? Like there's people are putting so much fiber between these data centers and lighting it up with so many different, you know, with so much bandwidth that there's a lot of interesting stuff happening on that end, right? Telecom has been really boring since 5G. And now it's like really exciting again.

No, I don't think that's possible. It's only going to get harder to program, not easier. It's only going to get more difficult and complicated and more layers, right? The general image that people like to have is like this hierarchy of memory. So on chip is really close, localized within the chip, right? You have registers, right? And those are shared between some compute elements.

No, I don't think that's possible. It's only going to get harder to program, not easier. It's only going to get more difficult and complicated and more layers, right? The general image that people like to have is like this hierarchy of memory. So on chip is really close, localized within the chip, right? You have registers, right? And those are shared between some compute elements.

No, I don't think that's possible. It's only going to get harder to program, not easier. It's only going to get more difficult and complicated and more layers, right? The general image that people like to have is like this hierarchy of memory. So on chip is really close, localized within the chip, right? You have registers, right? And those are shared between some compute elements.

And then you'll have

And then you'll have

And then you'll have