Tyler Crowe

This is probably like, yeah, let's get a little bit of a cash cushion, get ahead of it.

We've got a decently priced stock right now, and this will be a good time to do it.

We'll get Berkshire involved.

It'll make it a little bit easier.

And they've got things like that big anthropic deal that they signed last year.

So there is demand for what they want to build.

I feel like that's a great question.

I don't have a great answer to.

I'm kind of throwing out into the wind here.

But that's the case with all of AI, right?

We can see some tangible benefits.

I mean, here at Motley Fool, using Claude and ChatGPT and several other products much more prominently in our kind of everyday workflows.

So we see the use cases.

However, the economics of what those businesses are doing is a little bit questionable.

For the hyperscalers, one thing that you can at least rely on to a certain degree is companies like Anthropic are pledging large amounts of money to them for renting this stuff.

And just to use the SpaceX example that you were mentioning earlier –

As part of the S1 for SpaceX, that deal actually said that Anthropic is going to pay them, I think it's $1.25 billion a month for compute power.

And so it shows there is a monetizable way of doing this.

And it's not just some, hey, we don't really know what it's going to work with.

There are actual revenue numbers you can put behind the compute.