AI is going to take all your money? — Transcript
Full transcript
- 0:00Uh, enterprise adoption is still very
- 0:01early based on these numbers.
- 0:04Uh, the October AR likely accelerated
- 0:06significantly for the reasons that I
- 0:07mentioned. You guys can read that on
- 0:09your own. GPU rental price are rising as
- 0:11compute has moved into contango.
- 0:16That's what's happened in October. So,
- 0:17for all of the bearish stuff, all the
- 0:19spooky stuff,
- 0:20the market's gotten tighter, guys.
- 0:22Compute has gotten tighter. A lot of the
- 0:24credit and the things you've seen, it's
- 0:26asset-backed and the GPUs are part of
- 0:28it. You can still bet that in the future
- 0:31this isn't going to happen, but every
- 0:32single thing you're having, including
- 0:34the now the capital, is telling you the
- 0:36opposite, guys. This is an opportunity.
- 0:38This is not a time to be listening to
- 0:40people telling you you're going to lose
- 0:42all your money. AI is a transformative
- 0:45technology. It is an inevitability.
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