Steven Sinofsky

you know, silicon supply chain show.

And normally you never hear about it.

Like, in fact, I never went to it even.

I wanted to, but it actually turns out it was always right around the same time as a big Microsoft sales meeting.

So I never went.

But you can think of it as the ecosystem show for everything it takes to build a computing device of any kind.

Totally wrong, but Jensen in his keynote last night did this incredible slide where he walked up and down the whole length of the stage pointing to partners that he was very excited to be there.

And I would bet anyone that

anyone watching would have no idea who the companies he was pointing at.

Like these are, some of them, like half of the ones he pointed to as kind of being entertaining were just names of companies in traditional Chinese.

And so you didn't even, like you don't even know what they are.

But it's an incredible show.

It's just wild because it's such inside baseball about components and peripherals and chipsets and assembly lines and it's deals and deals and stuff.

And every 10 years or so, it jumps into the mainstream, but never like the past 24 hours.

Just, you never see that.

And actually it was a lot like, I think it was two years ago, Jensen keynoted CES.

And I've been to 40 CESs, and I'd never seen one with such a broad media reach.

Yeah, Jensen's like Taylor Swift of the tech industry.

So true, yeah.

It's an incredible level of...