What do you make of this bubble talk?

No, it's a great, uh, debate, uh, that's happening.

Everybody has an opinion and, about it, and the severity of it.

I don't know how you say, though, that AI is in a bubble.

Are we building too many data centers? Uh, everybody who's in, in, in that world, in power there, if you will, power meaning they're the giant cashflow monsters out there, Google, et cetera, are all saying they can't get enough compute, from Elon Musk, uh, saying, "I'm, I have to build my own teraFLOPS.

I'm gonna build these data centers in outer space because I can't get enough here." Uh, all those things are, uh ...

indicate to me that people in the know are willing to spend unbelievable amounts of money, uh, truly unbelievable, to try to get the compute.

But what type of economy would we be having? What type of midterms would we be having?