Tim Beyers

They run really hot.

But I love that you called them that.

Let's talk about risk here, though, Tom, because I think you're both right.

Let's call this the cost of doing business.

But how would you assess risk?

AI is here, the AI build-out is going to continue, and it's going to largely depend on these cloud infrastructure companies, quite a lot of them.

They are going to be the ones that are going to do the most, let's call it GPU hoarding.

They're going to do the most GPU hoarding.

They are going to provide the infrastructure.

And when

The digital assistance you need is housed someplace else that we can't see, and it's controlled by somebody else.

How should we think about companies like Coinbase, Robinhood, and Roblox?

Do they need to be valued with a higher risk premium because of their dependence on something like AWS?

Tom, I'll go to you first on this.

There are companies that are switching.

Up next,

We're gonna talk about some fakers and some breakers.

It's the faker breaker game.

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