Ryan Sean Adams

They

When I look at this data, though, I can't tell if they're just kind of picking some data sets to tell a concentration story because these aren't really apples to apples comparisons.

But what do you see when you look at this?

I see.

And I guess that's because the leaders, the ones that are pulling ahead, are embracing more of the narrative story and kind of the price story as well.

The story around AI exuberance that the market really wants to hear.

Yeah, so Intel from April 1st up 200%?

Intel?

Intel.

It's a big business.

This is not a penny stock.

Intel has like traded flat for like 10 years or something, hasn't it?

Let's talk about, in more detail, maybe the mechanics behind

of today versus the dot-com bubble.

So when you look at the AI money flow today, where is all of the money coming from?

I mean, it starts with demand, doesn't it?

Like your demand for tokens, AI tokens, my demand for AI tokens, large companies demand for AI tokens in an interface like Claude or ChatGPT or some agent somewhere.

That's where it all starts.

And then what happens?

But yeah, I think I've got some numbers here just to take a peek at like, look at this right here.