Traci Alloway

Michael Burry tweeted something about, he's like, oh, the lifespan, they're like, right?

And everyone just spent three weeks free and then moved on from that conversation, right?

Like that was like, what do we know about chip lifespans?

Are there misconceptions out there about the, how long these can get productive?

So, but there was a, there's a fairly steep, a decent drop from year one to year two.

That's right.

But after that, you see a general level.

There's a sort of big question looming in the background of a lot of these discussions, which is the B question, I guess, whether or not we're in an AI bubble, right?

And you sort of touched on it earlier.

You have all this granular data on how people are actually using compute, GPU prices, all of that.

What's your take on the big question?

But people can default on contracts, right?

So even if you have a long term contract signed, that could not work out.

Could you envision credit default swaps or something in the compute market?

Herman Lee, thank you so much for joining us.

Yeah, thank you.

That was our conversation with Carmen Lee of Compute Exchange and Silicon Data, recorded live at our New York show.

I'm Traci Alloway.

You can follow me at Traci Alloway.

And I'm Joe Wiesenthal.