00:00:00
Gavin, your take on the S1 and I think
00:00:02
specifically Elon Web Services.
00:00:04
>> Well, I think what's important about
00:00:06
Elon Web Services does make me laugh,
00:00:09
but 15 billion that means the AI
00:00:11
business right there is going to
00:00:12
quadruple. It it has already effectively
00:00:15
quadrupled.
00:00:17
I think what's important about that is
00:00:19
there's a stat in it that for I think
00:00:21
the their first data center it was 122
00:00:23
days. The second one it took them 91
00:00:26
days. The third one was I think 66 days.
00:00:30
They build data centers dramatically
00:00:33
faster than anyone else at a lower cost.
00:00:38
And now that you have a clear offtake
00:00:42
partner and I would expect partner to
00:00:44
become partners,
00:00:46
there is no reason they can't start
00:00:48
stamping these data centers out really
00:00:51
fast.
00:00:53
And having watched Jensen for a long
00:00:55
time, it is important to Jensen that his
00:00:57
GPUs be used. And so GPUs will be
00:01:00
allocated to who can plug them in, turn
00:01:03
them on, and start converting electrons
00:01:06
into tokens.
00:01:07
And so I think this business can grow
00:01:11
dramatically faster than I think, you
00:01:14
know, maybe what anyone could have
00:01:16
contemplated three, you know, three
00:01:17
three months ago. But 15 billion dollars
00:01:21
from Anthropic
00:01:23
is is extraordinary.
