00:00:00
Gavin, your take on the S1 and I think specifically Elon Web Services. >> Well, I think what's important about
00:00:06
Elon Web Services does make me laugh, but 15 billion that means the AI business right there is going to
00:00:12
quadruple. It it has already effectively quadrupled. I think what's important about that is
00:00:19
there's a stat in it that for I think the their first data center it was 122
00:00:23
days. The second one it took them 91 days. The third one was I think 66 days. They build data centers dramatically
00:00:33
faster than anyone else at a lower cost. And now that you have a clear offtake partner and I would expect partner to
00:00:44
become partners, there is no reason they can't start stamping these data centers out really
00:00:51
fast. And having watched Jensen for a long time, it is important to Jensen that his
00:00:57
GPUs be used. And so GPUs will be allocated to who can plug them in, turn them on, and start converting electrons
00:01:06
into tokens. And so I think this business can grow dramatically faster than I think, you
00:01:14
know, maybe what anyone could have contemplated three, you know, three three months ago. But 15 billion dollars
00:01:21
from Anthropic is is extraordinary.