00:00I think people are right to be anxious, and I understand it, you know, this is like a, this is
00:07not even a technological shift that happens every generation, this is one of the big ones.
00:10Is there a race to be the first to come public?
00:15I don't think, no, not for that. I think there is a race to deliver the best technology and build
00:22the best business, but, you know, going public is a financing event, and I don't think that's one that we're
00:27focused on the timing of, we'll do it when we think it makes sense.
00:29You hear companies saying, I am spending a ton of money on AI, and I know some great stuff is
00:37happening, but I know there's a ton of waste, and, you know, how long do I have to wait for
00:41it to really show up in revenue, and how long do I have to wait to really get the costs
00:44under control?
00:45And I assume that the industry will figure that out pretty quickly, but I think that is a fair issue.
00:49You do, yeah.
00:50Quickly being...
00:52Um, I would bet that by another year or two from now, there is a much better rationalization of companies
01:00spend relative to outcomes.
01:01I hope that humanity expands to the stars someday and data centers along with it, but we're going to focus
01:06on building on Earth for now.
Commenti