Nicole Lapin

So I don't think it mirrors the dot-com bubble completely.

Goldman Sachs came out and said that we're more in 1997 than 1999.

And so there's more room to grow over the next couple of years.

They all need compute.

Yeah.

I know.

Yeah.

I mean, then it's the picks and shovels of like, where is the energy coming from?

Like the nuclear, the ocean, the sea.

I feel like the Taylor Swift song was about energy.

I'm really convinced by it.

The land, the sea, the sky.

Like that's where energy needs to come from in the future for sure.

To figure out how to power all of this.

That's where we're going.

And the amount of energy that it costs just to think the AI or say, please.

I mean, I'm still going to do it because just to hedge against.

Not every company is going to work, but I actually don't, I don't think in the same way as we talked about the tech sector, like 20 years ago, all companies are tech companies.

I think all companies are just going to become AI companies.

They're going to integrate it in.