00:00I want to put a piece of context to why NVIDIA can keep moving higher here is that at the
00:06end of the day the question comes down to what is that growth rate kind of a few years out
00:10and if we look at what's happening with these personalized bots that have kind of captured our attention over the
00:16past few weeks this would be of course GrokBot or Muse or Dots from OpenAI the amount of tokens that
00:24they take is about 10 to 15 times more than what generative AI is.
00:29And the reason why I point that out is that as these bots go from really nascent use today sub
00:351% to effectively everyone will have these bots it builds a case that that brain of AI that piece
00:42that NVIDIA powers needs to grow substantially for longer than I think many investors believe.
