Oswald Oschin

Can the stock markets handle this?

three trillion dollar is there enough money is there enough money literally is there enough money in existence to do all this stuff i cannot understand it's also just like i mean i think one of you guys mentioned this before but it's also a matter of like how profitable are these companies really going to be and when um you know right now i think we're getting like a you know 13 worth of tokens for a dollar or something you know like when those costs start ratcheting up

How much of those costs are companies going to be willing to absorb?

How are consumers going to sort of integrate this technology into their lives long term?

Adding on to Taylor, there is that sense of a pullback from...

tech companies, like, we're spending too much on tokens, we're not getting enough out of our AI stuff.

I don't know, Reid, do you buy that?

I think the spending too much on tokens is more coming from traditional industry, I think.

That's what I see.

I mean, I think the tech companies are like, yeah, give us the best, like, we want the best models, like...

who cares if we're spending like six figures per engineer, like we have to move fast, but companies that aren't moving fast and aren't really doing innovative stuff, they don't need the best stuff.

They don't really need AI.

Like they can just coast and eventually be disrupted and fizzle out in my opinion, but they can just coast.

And I think, I mean, I have no, no doubt that these companies will be hugely profitable because it's like,

If you use this stuff, if you're actually like me, like trying to like try this stuff out, like you just like, you cannot get enough of the tokens.

You've written, read, buying shares in SpaceX is like a call option on several enormous futures at once.

You're betting that a world with robots and rockets and AI is going to fundamentally change the economy.

Today's financials don't really even matter.

I'm assuming that that's a call option you're all in to buy every day of the week.

Yeah.