Rory Sutherland

Sometimes the bubble crashes because the money runs out and sometimes the bubble crashes more because, oh, the business case doesn't pencil out.

I think it's more likely to be the latter.

And if it's that case, then guaranteeing is not going to have any advantage.

Like you've built 100 data centers.

We only need 50.

There's no point in guaranteeing another 50.

It's not going to solve the problem.

I don't think there's going to be 300 and something votes in Congress to quote the scale to make a sentient sun to understand the universe and extend the light of consciousness to the stars.

I look forward to seeing that in House Bill 101 next quarter.

Stocks don't stay up just because you want them to.

At some point, if the returns aren't there and the price is too high, they go down.

So no, I don't buy any of that bailing you out routine.

I think high stakes negotiations are stressful.

This is the highest stake negotiation in the business world.

And they're two pretty strong world people.

And they're not fully aligned.

So it's going to be rocky.

And the whole world is watching.

And he is, as I said, stepping back.

I mean, again, I go back to my comment.